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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 | $141,790 | $47,479+198.6% | $62,929+125.3% | $82,448+72.0% |
| Participation rate | 100.0% | 66.9%+33.1pp | 73.1%+26.9pp | 68.1%+31.9pp |
| Annual return | 27.37% | 20.34%+7.0pp | 1063.93%-1036.6pp | 41.64%-14.3pp |
| Employer contribution / active EE | $16,843 | $1,885+793.4% | $2,505+572.5% | $2,551+560.3% |
| Participant deferral / active EE | $18,654 | $2,870+549.8% | $3,888+379.7% | $4,139+350.7% |
| Admin fee / account holder | $3,611 | $3,804-5.1% | $5,065-28.7% | $7,234-50.1% |