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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 | $236,100 | $49,891+373.2% | $80,607+192.9% | $75,181+214.0% |
| Participation rate | 100.0% | 55.3%+44.7pp | 67.0%+33.0pp | 67.2%+32.8pp |
| Annual return | 19.17% | 34.67%-15.5pp | 936.11%-916.9pp | 160.69%-141.5pp |
| Employer contribution / active EE | $19,417 | $1,698+1043.3% | $2,724+612.8% | $2,671+627.1% |
| Participant deferral / active EE | $16,190 | $2,991+441.3% | $4,448+264.0% | $4,126+292.4% |
| Admin fee / account holder | $5,988 | $3,578+67.4% | $5,379+11.3% | $5,650+6.0% |