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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $191,532 | $91,536+109.2% | $130,062+47.3% | $75,177+154.8% |
| Participation rate | 100.0% | 71.5%+28.5pp | 78.5%+21.5pp | 67.2%+32.8pp |
| Annual return | 23.30% | -631.62%+654.9pp | -137.37%+160.7pp | 160.75%-137.4pp |
| Employer contribution / active EE | $12,509 | $2,845+339.7% | $4,322+189.4% | $2,671+368.3% |
| Participant deferral / active EE | $10,490 | $4,343+141.5% | $5,821+80.2% | $4,126+154.2% |
| Admin fee / account holder | $3,862 | $6,780-43.0% | $10,601-63.6% | $5,651-31.7% |