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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 | $241,937 | $81,208+197.9% | $98,920+144.6% | $79,852+203.0% |
| Participation rate | 100.0% | 72.5%+27.5pp | 76.0%+24.0pp | 69.6%+30.4pp |
| Annual return | 14.12% | 60.99%-46.9pp | 196.47%-182.4pp | 31.72%-17.6pp |
| Employer contribution / active EE | $7,840 | $1,960+300.0% | $2,689+191.5% | $2,471+217.3% |
| Participant deferral / active EE | $4,963 | $3,265+52.0% | $4,245+16.9% | $3,740+32.7% |
| Admin fee / account holder | $595 | $6,013-90.1% | $6,643-91.0% | $5,306-88.8% |