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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 | $176,818 | $78,423+125.5% | $95,964+84.3% | $79,856+121.4% |
| Participation rate | 100.0% | 73.5%+26.5pp | 77.1%+22.9pp | 69.6%+30.4pp |
| Annual return | 11.20% | 19.37%-8.2pp | 91.64%-80.4pp | 31.71%-20.5pp |
| Employer contribution / active EE | $10,790 | $1,945+454.7% | $2,541+324.6% | $2,471+336.6% |
| Participant deferral / active EE | $9,316 | $3,440+170.8% | $4,167+123.6% | $3,741+149.0% |
| Admin fee / account holder | $50,503 | $5,622+798.4% | $6,797+643.0% | $5,306+851.7% |