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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 | $238,818 | $90,489+163.9% | $76,051+214.0% | $145,978+63.6% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.1%+30.9pp | 80.3%+19.7pp |
| Annual return | 11.75% | 622.78%-611.0pp | 360.42%-348.7pp | 550.52%-538.8pp |
| Employer contribution / active EE | $19,277 | $3,319+480.7% | $2,690+616.7% | $4,662+313.5% |
| Participant deferral / active EE | $5,900 | $5,164+14.2% | $4,257+38.6% | $6,690-11.8% |
| Admin fee / account holder | $3,649 | $8,374-56.4% | $6,416-43.1% | $13,400-72.8% |