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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 | $60,393+301.8% | $81,820+196.6% | $74,429+226.0% |
| Participation rate | 100.0% | 62.9%+37.1pp | 72.4%+27.6pp | 67.2%+32.8pp |
| Annual return | 18.52% | 16.89%+1.6pp | 777.93%-759.4pp | 1368.38%-1349.9pp |
| Employer contribution / active EE | $20,114 | $2,626+665.8% | $2,915+590.0% | $2,625+666.3% |
| Participant deferral / active EE | $12,333 | $3,397+263.0% | $4,323+185.3% | $4,348+183.6% |
| Admin fee / account holder | $4,772 | $1,491+220.1% | $7,391-35.4% | $1,944+145.4% |