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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 | $221,999 | $118,708+87.0% | $98,920+124.4% | $158,982+39.6% |
| Participation rate | 100.0% | 77.8%+22.2pp | 76.0%+24.0pp | 82.0%+18.0pp |
| Annual return | 9.76% | 372.49%-362.7pp | 196.47%-186.7pp | 302.99%-293.2pp |
| Employer contribution / active EE | $20,283 | $3,334+508.4% | $2,689+654.2% | $4,763+325.9% |
| Participant deferral / active EE | $5,430 | $5,089+6.7% | $4,245+27.9% | $5,983-9.2% |
| Admin fee / account holder | $1,414 | $10,134-86.0% | $6,643-78.7% | $11,252-87.4% |