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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 | $219,193 | $48,277+354.0% | $67,511+224.7% | $80,874+171.0% |
| Participation rate | 100.0% | 66.4%+33.6pp | 72.9%+27.1pp | 67.6%+32.4pp |
| Annual return | 17.07% | 18.27%-1.2pp | 3517.41%-3500.3pp | 35.62%-18.6pp |
| Employer contribution / active EE | $12,583 | $2,021+522.5% | $2,733+360.5% | $2,756+356.6% |
| Participant deferral / active EE | $14,314 | $2,926+389.2% | $4,000+257.8% | $4,297+233.1% |
| Admin fee / account holder | $4,920 | $3,687+33.4% | $3,999+23.0% | $6,935-29.1% |