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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 | $244,742 | $71,057+244.4% | $93,654+161.3% | $80,874+202.6% |
| Participation rate | 100.0% | 60.4%+39.6pp | 68.7%+31.3pp | 67.6%+32.4pp |
| Annual return | 10.66% | 11.26%-0.6pp | 133.34%-122.7pp | 35.62%-25.0pp |
| Employer contribution / active EE | $9,861 | $1,564+530.6% | $2,421+307.4% | $2,756+257.9% |
| Participant deferral / active EE | $8,670 | $4,034+114.9% | $4,413+96.5% | $4,297+101.8% |
| Admin fee / account holder | $33,407 | $6,944+381.1% | $8,282+303.3% | $6,935+381.7% |