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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 | $174,202 | $50,554+244.6% | $67,681+157.4% | $87,485+99.1% |
| Participation rate | 100.0% | 67.7%+32.3pp | 73.7%+26.3pp | 68.9%+31.1pp |
| Annual return | 27.19% | 17.81%+9.4pp | 590.58%-563.4pp | 26.06%+1.1pp |
| Employer contribution / active EE | $9,165 | $1,988+360.9% | $2,678+242.2% | $2,596+253.0% |
| Participant deferral / active EE | $6,784 | $2,961+129.1% | $3,976+70.6% | $4,274+58.7% |
| Admin fee / account holder | $1,159 | $4,132-72.0% | $6,100-81.0% | $7,775-85.1% |