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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 | $241,037 | $85,094+183.3% | $76,327+215.8% | $145,884+65.2% |
| Participation rate | 100.0% | 82.9%+17.1pp | 79.2%+20.8pp | 80.3%+19.7pp |
| Annual return | 11.32% | 13.13%-1.8pp | 13.79%-2.5pp | 551.85%-540.5pp |
| Employer contribution / active EE | $26,998 | $5,261+413.1% | $4,584+489.0% | $4,662+479.1% |
| Participant deferral / active EE | $15,042 | $6,390+135.4% | $5,478+174.6% | $6,690+124.9% |
| Admin fee / account holder | $1,904 | $5,773-67.0% | $5,139-62.9% | $13,392-85.8% |