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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 | $237,278 | $55,930+324.2% | $76,089+211.8% | $80,925+193.2% |
| Participation rate | 100.0% | 62.1%+37.9pp | 69.1%+30.9pp | 67.7%+32.3pp |
| Annual return | 11.29% | 20.58%-9.3pp | 360.94%-349.7pp | 35.65%-24.4pp |
| Employer contribution / active EE | $14,068 | $1,866+653.8% | $2,690+423.0% | $2,756+410.4% |
| Participant deferral / active EE | $10,011 | $3,051+228.2% | $4,259+135.1% | $4,299+132.9% |
| Admin fee / account holder | $1,607 | $5,241-69.3% | $6,418-75.0% | $6,940-76.8% |