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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 | $85,002+183.6% | $76,278+216.0% | $145,978+65.1% |
| Participation rate | 100.0% | 82.9%+17.1pp | 79.2%+20.8pp | 80.3%+19.7pp |
| Annual return | 11.32% | 13.11%-1.8pp | 13.77%-2.5pp | 550.52%-539.2pp |
| 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 | $5,760-66.9% | $5,131-62.9% | $13,400-85.8% |