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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 | $207,604 | $72,486+186.4% | $87,103+138.3% | $72,976+184.5% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | 19.15% | 24.46%-5.3pp | 28.19%-9.0pp | 81.02%-61.9pp |
| Employer contribution / active EE | $10,000 | $1,894+428.0% | $2,521+296.6% | $2,440+309.8% |
| Participant deferral / active EE | $7,761 | $3,270+137.4% | $4,049+91.7% | $3,608+115.1% |
| Admin fee / account holder | $16,657 | $5,055+229.5% | $7,491+122.3% | $5,124+225.1% |