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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 | $236,530 | $58,258+306.0% | $81,820+189.1% | $80,925+192.3% |
| Participation rate | 100.0% | 63.5%+36.5pp | 72.4%+27.6pp | 67.7%+32.3pp |
| Annual return | 22.28% | 41.76%-19.5pp | 777.93%-755.6pp | 35.65%-13.4pp |
| Employer contribution / active EE | $10,020 | $2,345+327.2% | $2,915+243.7% | $2,756+263.5% |
| Participant deferral / active EE | $12,490 | $3,284+280.4% | $4,323+188.9% | $4,299+190.5% |
| Admin fee / account holder | $864 | $4,976-82.6% | $7,391-88.3% | $6,940-87.5% |