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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 | $242,643 | $60,454+301.4% | $81,844+196.5% | $74,459+225.9% |
| Participation rate | 100.0% | 63.0%+37.0pp | 72.4%+27.6pp | 67.2%+32.8pp |
| Annual return | 18.52% | 16.87%+1.6pp | 778.87%-760.4pp | 1369.70%-1351.2pp |
| Employer contribution / active EE | $20,114 | $2,630+664.9% | $2,916+589.7% | $2,626+666.0% |
| Participant deferral / active EE | $12,333 | $3,398+262.9% | $4,323+185.2% | $4,350+183.5% |
| Admin fee / account holder | $4,772 | $1,490+220.1% | $7,355-35.1% | $1,945+145.4% |