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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 | $224,270 | $58,234+285.1% | $81,783+174.2% | $80,874+177.3% |
| Participation rate | 100.0% | 63.4%+36.6pp | 72.4%+27.6pp | 67.6%+32.4pp |
| Annual return | 14.94% | 41.70%-26.8pp | 775.05%-760.1pp | 35.62%-20.7pp |
| Employer contribution / active EE | $12,723 | $2,341+443.4% | $2,913+336.8% | $2,756+361.7% |
| Participant deferral / active EE | $12,893 | $3,283+292.7% | $4,320+198.4% | $4,297+200.0% |
| Admin fee / account holder | $1,087 | $4,982-78.2% | $7,380-85.3% | $6,935-84.3% |