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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 | $240,207 | $90,400+165.7% | $186,193+29.0% | $87,485+174.6% |
| Participation rate | 100.0% | 66.2%+33.8pp | 77.1%+22.9pp | 68.9%+31.1pp |
| Annual return | 16.68% | 22.15%-5.5pp | 78.03%-61.4pp | 26.06%-9.4pp |
| Employer contribution / active EE | $28,966 | $2,170+1234.7% | $3,918+639.3% | $2,596+1015.7% |
| Participant deferral / active EE | $5,526 | $4,330+27.6% | $6,513-15.2% | $4,274+29.3% |
| Admin fee / account holder | $40,571 | $8,673+367.8% | $11,058+266.9% | $7,775+421.8% |