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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 | $189,379 | $69,248+173.5% | $64,101+195.4% | $139,466+35.8% |
| Participation rate | 100.0% | 75.6%+24.4pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 37.42% | 45.95%-8.5pp | 33.72%+3.7pp | 373.66%-336.2pp |
| Employer contribution / active EE | $16,394 | $3,185+414.8% | $2,749+496.4% | $4,754+244.8% |
| Participant deferral / active EE | $11,563 | $4,682+146.9% | $3,881+197.9% | $6,712+72.3% |
| Admin fee / account holder | $794 | $4,247-81.3% | $3,070-74.1% | $11,409-93.0% |