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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 | $206,664 | $93,617+120.8% | $135,982+52.0% | $75,177+174.9% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 40.03% | 30.89%+9.1pp | 68.32%-28.3pp | 160.75%-120.7pp |
| Employer contribution / active EE | $17,083 | $3,538+382.8% | $4,859+251.6% | $2,671+539.5% |
| Participant deferral / active EE | $0 | $6,406-100.0% | $7,760-100.0% | $4,126-100.0% |
| Admin fee / account holder | $768 | $6,980-89.0% | $10,767-92.9% | $5,651-86.4% |