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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 | $213,062 | $90,397+135.7% | $76,002+180.3% | $145,959+46.0% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.1%+30.9pp | 80.3%+19.7pp |
| Annual return | 15.88% | 621.97%-606.1pp | 360.07%-344.2pp | 561.95%-546.1pp |
| Employer contribution / active EE | $9,583 | $3,317+188.9% | $2,688+256.5% | $4,661+105.6% |
| Participant deferral / active EE | $7,191 | $5,163+39.3% | $4,257+68.9% | $6,689+7.5% |
| Admin fee / account holder | $4,679 | $8,369-44.1% | $6,414-27.0% | $13,398-65.1% |