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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 | $219,860 | $72,071+205.1% | $68,368+221.6% | $137,256+60.2% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 17.31% | 353.14%-335.8pp | 292.57%-275.3pp | 220.34%-203.0pp |
| Employer contribution / active EE | $17,934 | $2,788+543.3% | $2,649+577.0% | $4,156+331.5% |
| Participant deferral / active EE | $2,106 | $4,410-52.2% | $4,123-48.9% | $6,407-67.1% |
| Admin fee / account holder | $800 | $5,336-85.0% | $5,150-84.5% | $12,270-93.5% |