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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 | $58,311+284.6% | $81,882+173.9% | $80,959+177.0% |
| Participation rate | 100.0% | 63.5%+36.5pp | 72.4%+27.6pp | 67.7%+32.3pp |
| Annual return | 14.94% | 41.85%-26.9pp | 779.47%-764.5pp | 35.67%-20.7pp |
| Employer contribution / active EE | $12,723 | $2,347+442.2% | $2,916+336.3% | $2,757+361.4% |
| Participant deferral / active EE | $12,893 | $3,287+292.2% | $4,323+198.2% | $4,300+199.8% |
| Admin fee / account holder | $1,087 | $4,752-77.1% | $7,360-85.2% | $6,925-84.3% |