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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 | $48,011+262.8% | $63,803+173.0% | $82,637+110.8% |
| Participation rate | 100.0% | 66.6%+33.4pp | 72.7%+27.3pp | 68.1%+31.9pp |
| Annual return | 27.19% | 19.84%+7.3pp | 543.72%-516.5pp | 53.51%-26.3pp |
| Employer contribution / active EE | $9,165 | $1,904+381.5% | $2,532+261.9% | $2,552+259.1% |
| Participant deferral / active EE | $6,784 | $2,846+138.3% | $3,843+76.5% | $4,126+64.4% |
| Admin fee / account holder | $1,159 | $3,873-70.1% | $5,196-77.7% | $7,339-84.2% |