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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 | $219,848 | $57,330+283.5% | $86,656+153.7% | $75,177+192.4% |
| Participation rate | 100.0% | 63.2%+36.8pp | 71.7%+28.3pp | 67.2%+32.8pp |
| Annual return | 26.40% | 2675.40%-2649.0pp | 593.09%-566.7pp | 160.75%-134.4pp |
| Employer contribution / active EE | $8,382 | $2,316+261.9% | $3,025+177.0% | $2,671+213.8% |
| Participant deferral / active EE | $12,292 | $3,320+270.2% | $4,439+176.9% | $4,126+197.9% |
| Admin fee / account holder | $1,686 | $4,115-59.0% | $5,619-70.0% | $5,651-70.2% |