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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 | $234,570 | $58,258+302.6% | $81,820+186.7% | $80,925+189.9% |
| Participation rate | 100.0% | 63.5%+36.5pp | 72.4%+27.6pp | 67.7%+32.3pp |
| Annual return | 16.49% | 41.76%-25.3pp | 777.93%-761.4pp | 35.65%-19.2pp |
| Employer contribution / active EE | $5,484 | $2,345+133.8% | $2,915+88.1% | $2,756+99.0% |
| Participant deferral / active EE | $7,347 | $3,284+123.8% | $4,323+70.0% | $4,299+70.9% |
| Admin fee / account holder | $7,815 | $4,976+57.0% | $7,391+5.7% | $6,940+12.6% |