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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 | $246,235 | $71,809+242.9% | $61,048+303.3% | $152,909+61.0% |
| Participation rate | 100.0% | 84.2%+15.8pp | 79.3%+20.7pp | 82.5%+17.5pp |
| Annual return | 15.02% | 29.74%-14.7pp | 26.18%-11.2pp | 345.46%-330.4pp |
| Employer contribution / active EE | $21,129 | $4,545+364.9% | $3,716+468.5% | $4,764+343.5% |
| Participant deferral / active EE | $21,533 | $5,467+293.9% | $4,470+381.7% | $5,851+268.0% |
| Admin fee / account holder | $1,537 | $4,750-67.6% | $3,728-58.8% | $11,601-86.7% |