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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 | $71,215+243.7% | $93,696+161.2% | $80,935+202.4% |
| Participation rate | 100.0% | 60.4%+39.6pp | 68.7%+31.3pp | 67.7%+32.3pp |
| Annual return | 10.66% | 11.27%-0.6pp | 133.74%-123.1pp | 35.66%-25.0pp |
| Employer contribution / active EE | $9,861 | $1,565+530.1% | $2,422+307.2% | $2,757+257.7% |
| Participant deferral / active EE | $8,670 | $4,037+114.8% | $4,417+96.3% | $4,299+101.7% |
| Admin fee / account holder | $33,407 | $6,958+380.1% | $8,287+303.1% | $6,924+382.4% |