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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 | $50,554+180.5% | $67,681+109.5% | $87,485+62.1% |
| Participation rate | 100.0% | 67.7%+32.3pp | 73.7%+26.3pp | 68.9%+31.1pp |
| Annual return | 27.37% | 17.81%+9.6pp | 590.58%-563.2pp | 26.06%+1.3pp |
| Employer contribution / active EE | $16,843 | $1,988+747.0% | $2,678+528.9% | $2,596+548.8% |
| Participant deferral / active EE | $18,654 | $2,961+529.9% | $3,976+369.2% | $4,274+336.5% |
| Admin fee / account holder | $3,611 | $4,132-12.6% | $6,100-40.8% | $7,775-53.6% |