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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 | $58,234+306.2% | $81,783+189.2% | $80,874+192.5% |
| Participation rate | 100.0% | 63.4%+36.6pp | 72.4%+27.6pp | 67.6%+32.4pp |
| Annual return | 22.28% | 41.70%-19.4pp | 775.05%-752.8pp | 35.62%-13.3pp |
| Employer contribution / active EE | $10,020 | $2,341+328.0% | $2,913+244.0% | $2,756+263.6% |
| Participant deferral / active EE | $12,490 | $3,283+280.5% | $4,320+189.1% | $4,297+190.7% |
| Admin fee / account holder | $864 | $4,982-82.7% | $7,380-88.3% | $6,935-87.5% |