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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 | $242,880 | $65,566+270.4% | $86,235+181.6% | $75,177+223.1% |
| Participation rate | 100.0% | 60.5%+39.5pp | 69.0%+31.0pp | 67.2%+32.8pp |
| Annual return | 15.35% | 46.07%-30.7pp | 1170.03%-1154.7pp | 160.75%-145.4pp |
| Employer contribution / active EE | $9,258 | $1,553+496.0% | $2,381+288.8% | $2,671+246.6% |
| Participant deferral / active EE | $8,597 | $3,023+184.3% | $3,987+115.6% | $4,126+108.3% |
| Admin fee / account holder | $475 | $5,470-91.3% | $6,856-93.1% | $5,651-91.6% |