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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 | $239,519 | $78,423+205.4% | $95,964+149.6% | $79,856+199.9% |
| Participation rate | 100.0% | 73.5%+26.5pp | 77.1%+22.9pp | 69.6%+30.4pp |
| Annual return | 11.47% | 19.37%-7.9pp | 91.64%-80.2pp | 31.71%-20.2pp |
| Employer contribution / active EE | $8,128 | $1,945+317.8% | $2,541+219.8% | $2,471+228.9% |
| Participant deferral / active EE | $8,380 | $3,440+143.6% | $4,167+101.1% | $3,741+124.0% |
| Admin fee / account holder | $5,762 | $5,622+2.5% | $6,797-15.2% | $5,306+8.6% |