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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 | $233,492 | $78,423+197.7% | $95,964+143.3% | $79,856+192.4% |
| Participation rate | 100.0% | 73.5%+26.5pp | 77.1%+22.9pp | 69.6%+30.4pp |
| Annual return | 11.49% | 19.37%-7.9pp | 91.64%-80.2pp | 31.71%-20.2pp |
| Employer contribution / active EE | $11,150 | $1,945+473.2% | $2,541+338.8% | $2,471+351.2% |
| Participant deferral / active EE | $11,774 | $3,440+242.2% | $4,167+182.6% | $3,741+214.8% |
| Admin fee / account holder | $7,733 | $5,622+37.6% | $6,797+13.8% | $5,306+45.7% |