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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 | $215,399 | $117,777+82.9% | $71,778+200.1% | $134,545+60.1% |
| Participation rate | 100.0% | 68.9%+31.1pp | 62.3%+37.7pp | 81.2%+18.8pp |
| Annual return | 7.45% | 25.46%-18.0pp | 9.15%-1.7pp | 418.37%-410.9pp |
| Employer contribution / active EE | $6,492 | $2,525+157.1% | $1,704+280.9% | $4,742+36.9% |
| Participant deferral / active EE | $5,045 | $3,756+34.3% | $2,656+89.9% | $6,401-21.2% |
| Admin fee / account holder | $41,750 | $6,379+554.5% | $3,974+950.7% | $11,431+265.2% |