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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 | $194,477 | $65,566+196.6% | $86,235+125.5% | $75,177+158.7% |
| Participation rate | 100.0% | 60.5%+39.5pp | 69.0%+31.0pp | 67.2%+32.8pp |
| Annual return | 22.73% | 46.07%-23.3pp | 1170.03%-1147.3pp | 160.75%-138.0pp |
| Employer contribution / active EE | $7,611 | $1,553+390.0% | $2,381+219.6% | $2,671+184.9% |
| Participant deferral / active EE | $8,852 | $3,023+192.8% | $3,987+122.0% | $4,126+114.5% |
| Admin fee / account holder | $1,084 | $5,470-80.2% | $6,856-84.2% | $5,651-80.8% |