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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 | $71,230+243.6% | $93,727+161.1% | $80,959+202.3% |
| Participation rate | 100.0% | 60.4%+39.6pp | 68.7%+31.3pp | 67.7%+32.3pp |
| Annual return | 10.66% | 11.26%-0.6pp | 133.83%-123.2pp | 35.67%-25.0pp |
| Employer contribution / active EE | $9,861 | $1,565+530.0% | $2,421+307.3% | $2,757+257.7% |
| Participant deferral / active EE | $8,670 | $4,037+114.7% | $4,417+96.3% | $4,300+101.6% |
| Admin fee / account holder | $33,407 | $6,961+379.9% | $8,292+302.9% | $6,925+382.4% |