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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 | $234,482 | $87,106+169.2% | $105,607+122.0% | $80,935+189.7% |
| Participation rate | 100.0% | 70.4%+29.6pp | 75.3%+24.7pp | 67.7%+32.3pp |
| Annual return | 22.84% | 17.01%+5.8pp | 116.11%-93.3pp | 35.66%-12.8pp |
| Employer contribution / active EE | $11,929 | $2,396+397.8% | $3,167+276.7% | $2,757+332.7% |
| Participant deferral / active EE | $18,494 | $3,986+364.0% | $5,011+269.1% | $4,299+330.2% |
| Admin fee / account holder | $2,096 | $8,447-75.2% | $10,958-80.9% | $6,924-69.7% |