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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 | $224,083 | $90,397+147.9% | $76,002+194.8% | $145,959+53.5% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.1%+30.9pp | 80.3%+19.7pp |
| Annual return | 11.76% | 621.97%-610.2pp | 360.07%-348.3pp | 561.95%-550.2pp |
| Employer contribution / active EE | $15,422 | $3,317+364.9% | $2,688+473.7% | $4,661+230.9% |
| Participant deferral / active EE | $10,567 | $5,163+104.6% | $4,257+148.2% | $6,689+58.0% |
| Admin fee / account holder | $1,472 | $8,369-82.4% | $6,414-77.1% | $13,398-89.0% |