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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 | $49,896+373.2% | $80,627+192.8% | $75,173+214.1% |
| Participation rate | 100.0% | 55.3%+44.7pp | 67.0%+33.0pp | 67.2%+32.8pp |
| Annual return | 19.17% | 34.67%-15.5pp | 936.76%-917.6pp | 160.72%-141.6pp |
| Employer contribution / active EE | $19,417 | $1,699+1043.0% | $2,723+613.2% | $2,671+627.0% |
| Participant deferral / active EE | $16,190 | $2,992+441.2% | $4,443+264.4% | $4,126+292.4% |
| Admin fee / account holder | $5,988 | $3,578+67.4% | $5,381+11.3% | $5,651+6.0% |