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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 | $243,608 | $98,776+146.6% | $149,745+62.7% | $79,856+205.1% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 12.47% | 27.38%-14.9pp | 276.72%-264.2pp | 31.71%-19.2pp |
| Employer contribution / active EE | $9,816 | $3,217+205.1% | $4,646+111.3% | $2,471+297.2% |
| Participant deferral / active EE | $15,315 | $5,681+169.6% | $6,843+123.8% | $3,741+309.4% |
| Admin fee / account holder | $1,186 | $6,053-80.4% | $9,312-87.3% | $5,306-77.7% |