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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 | $224,718 | $72,071+211.8% | $68,368+228.7% | $137,256+63.7% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 17.41% | 353.14%-335.7pp | 292.57%-275.2pp | 220.34%-202.9pp |
| Employer contribution / active EE | $6,608 | $2,788+137.0% | $2,649+149.5% | $4,156+59.0% |
| Participant deferral / active EE | $27,250 | $4,410+517.9% | $4,123+561.0% | $6,407+325.3% |
| Admin fee / account holder | $1,771 | $5,336-66.8% | $5,150-65.6% | $12,270-85.6% |