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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 | $235,371 | $83,337+182.4% | $67,834+247.0% | $273,970-14.1% |
| Participation rate | 100.0% | 76.4%+23.6pp | 68.8%+31.2pp | 83.0%+17.0pp |
| Annual return | 7.19% | 259.45%-252.3pp | 138.47%-131.3pp | 41.46%-34.3pp |
| Employer contribution / active EE | $6,873 | $3,287+109.1% | $2,403+186.0% | $4,869+41.2% |
| Participant deferral / active EE | $18,814 | $4,088+360.2% | $3,160+495.4% | $5,287+255.8% |
| Admin fee / account holder | $629 | $6,752-90.7% | $4,622-86.4% | $10,132-93.8% |