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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 | $242,522 | $73,863+228.3% | $143,797+68.7% | $68,490+254.1% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | 14.58% | 0.91%+13.7pp | -0.04%+14.6pp | -7.85%+22.4pp |
| Employer contribution / active EE | $17,404 | $3,185+446.5% | $4,952+251.4% | $2,597+570.2% |
| Participant deferral / active EE | $17,633 | $3,385+421.0% | $5,638+212.7% | $4,028+337.8% |
| Admin fee / account holder | $2,659 | $5,756-53.8% | $14,679-81.9% | $5,403-50.8% |