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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 | $206,602 | $88,137+134.4% | $164,975+25.2% | $74,429+177.6% |
| Participation rate | 100.0% | 73.1%+26.9pp | 78.6%+21.4pp | 67.2%+32.8pp |
| Annual return | 15.24% | 17.13%-1.9pp | 70.12%-54.9pp | 1368.38%-1353.1pp |
| Employer contribution / active EE | $7,141 | $2,597+175.0% | $4,343+64.4% | $2,625+172.1% |
| Participant deferral / active EE | $9,698 | $4,501+115.5% | $6,033+60.7% | $4,348+123.0% |
| Admin fee / account holder | $10,950 | $2,231+390.7% | $12,688-13.7% | $1,944+463.2% |