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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 | $47,479+266.9% | $62,929+176.8% | $82,448+111.3% |
| Participation rate | 100.0% | 66.9%+33.1pp | 73.1%+26.9pp | 68.1%+31.9pp |
| Annual return | 27.19% | 20.34%+6.8pp | 1063.93%-1036.7pp | 41.64%-14.5pp |
| Employer contribution / active EE | $9,165 | $1,885+386.1% | $2,505+265.9% | $2,551+259.3% |
| Participant deferral / active EE | $6,784 | $2,870+136.3% | $3,888+74.5% | $4,139+63.9% |
| Admin fee / account holder | $1,159 | $3,804-69.5% | $5,065-77.1% | $7,234-84.0% |