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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 | $218,512 | $78,423+178.6% | $95,964+127.7% | $79,856+173.6% |
| Participation rate | 100.0% | 73.5%+26.5pp | 77.1%+22.9pp | 69.6%+30.4pp |
| Annual return | 18.14% | 19.37%-1.2pp | 91.64%-73.5pp | 31.71%-13.6pp |
| Employer contribution / active EE | $8,621 | $1,945+343.1% | $2,541+239.2% | $2,471+248.8% |
| Participant deferral / active EE | $8,421 | $3,440+144.8% | $4,167+102.1% | $3,741+125.1% |
| Admin fee / account holder | $1,872 | $5,622-66.7% | $6,797-72.5% | $5,306-64.7% |