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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 | $242,219 | $90,397+168.0% | $76,002+218.7% | $145,959+66.0% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.1%+30.9pp | 80.3%+19.7pp |
| Annual return | 17.13% | 621.97%-604.8pp | 360.07%-342.9pp | 561.95%-544.8pp |
| Employer contribution / active EE | $8,270 | $3,317+149.3% | $2,688+207.6% | $4,661+77.4% |
| Participant deferral / active EE | $16,823 | $5,163+225.8% | $4,257+295.2% | $6,689+151.5% |
| Admin fee / account holder | $5,163 | $8,369-38.3% | $6,414-19.5% | $13,398-61.5% |