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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 | $215,918 | $77,638+178.1% | $156,551+37.9% | $62,881+243.4% |
| Participation rate | 100.0% | 71.2%+28.8pp | 84.0%+16.0pp | 69.3%+30.7pp |
| Annual return | 5.12% | 50.33%-45.2pp | 32.23%-27.1pp | 20.14%-15.0pp |
| Employer contribution / active EE | $2,978 | $3,444-13.5% | $5,501-45.9% | $2,281+30.6% |
| Participant deferral / active EE | $8,788 | $3,046+188.6% | $4,871+80.4% | $3,203+174.4% |
| Admin fee / account holder | $79,821 | $5,561+1335.3% | $13,028+512.7% | $4,296+1758.2% |