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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 | $192,788 | $90,397+113.3% | $76,002+153.7% | $145,959+32.1% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.1%+30.9pp | 80.3%+19.7pp |
| Annual return | 17.90% | 621.97%-604.1pp | 360.07%-342.2pp | 561.95%-544.0pp |
| Employer contribution / active EE | $6,349 | $3,317+91.4% | $2,688+136.2% | $4,661+36.2% |
| Participant deferral / active EE | $11,198 | $5,163+116.9% | $4,257+163.1% | $6,689+67.4% |
| Admin fee / account holder | $27,753 | $8,369+231.6% | $6,414+332.7% | $13,398+107.1% |