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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 | $148,597 | $50,554+193.9% | $67,681+119.6% | $87,485+69.9% |
| Participation rate | 100.0% | 67.7%+32.3pp | 73.7%+26.3pp | 68.9%+31.1pp |
| Annual return | 12.07% | 17.81%-5.7pp | 590.58%-578.5pp | 26.06%-14.0pp |
| Employer contribution / active EE | $11,293 | $1,988+467.9% | $2,678+321.6% | $2,596+335.0% |
| Participant deferral / active EE | $5,621 | $2,961+89.8% | $3,976+41.4% | $4,274+31.5% |
| Admin fee / account holder | $9,042 | $4,132+118.8% | $6,100+48.2% | $7,775+16.3% |