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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 | $122,231 | $95,188+28.4% | $76,518+59.7% | $135,380-9.7% |
| Participation rate | 100.0% | 74.4%+25.6pp | 68.0%+32.0pp | 82.6%+17.4pp |
| Annual return | 20.83% | 4.85%+16.0pp | -0.27%+21.1pp | 519.81%-499.0pp |
| Employer contribution / active EE | $16,084 | $3,303+387.0% | $2,647+507.6% | $4,779+236.6% |
| Participant deferral / active EE | $5,183 | $4,640+11.7% | $3,836+35.1% | $5,609-7.6% |
| Admin fee / account holder | $201,386 | $6,249+3122.6% | $4,849+4053.5% | $10,828+1759.8% |