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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 | $237,378 | $79,955+196.9% | $98,461+141.1% | $75,173+215.8% |
| Participation rate | 100.0% | 70.4%+29.6pp | 75.2%+24.8pp | 67.2%+32.8pp |
| Annual return | 13.72% | 19.75%-6.0pp | 21.17%-7.5pp | 160.72%-147.0pp |
| Employer contribution / active EE | $11,690 | $2,264+416.3% | $3,049+283.5% | $2,671+337.7% |
| Participant deferral / active EE | $0 | $3,752-100.0% | $4,738-100.0% | $4,126-100.0% |
| Admin fee / account holder | $5,162 | $6,841-24.5% | $8,961-42.4% | $5,651-8.6% |