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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 | $55,457+155.7% | $77,361+83.3% | $94,015+50.8% |
| Participation rate | 100.0% | 69.8%+30.2pp | 75.0%+25.0pp | 70.8%+29.2pp |
| Annual return | 27.37% | 15.57%+11.8pp | 1011.54%-984.2pp | 17.84%+9.5pp |
| Employer contribution / active EE | $16,843 | $2,255+647.0% | $2,990+463.3% | $2,790+503.7% |
| Participant deferral / active EE | $18,654 | $3,069+507.7% | $3,911+377.0% | $4,249+339.0% |
| Admin fee / account holder | $3,611 | $4,334-16.7% | $5,894-38.7% | $8,951-59.7% |