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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 | $234,115 | $57,073+310.2% | $85,126+175.0% | $80,925+189.3% |
| Participation rate | 100.0% | 56.4%+43.6pp | 67.5%+32.5pp | 67.7%+32.3pp |
| Annual return | 15.88% | 21.69%-5.8pp | 66.63%-50.7pp | 35.65%-19.8pp |
| Employer contribution / active EE | $11,984 | $1,801+565.5% | $2,731+338.8% | $2,756+334.8% |
| Participant deferral / active EE | $17,240 | $3,113+453.8% | $4,523+281.1% | $4,299+301.0% |
| Admin fee / account holder | $15,609 | $4,988+213.0% | $6,160+153.4% | $6,940+124.9% |