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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 | $152,210 | $94,439+61.2% | $73,658+106.6% | $154,746-1.6% |
| Participation rate | 100.0% | 64.7%+35.3pp | 57.0%+43.0pp | 80.7%+19.3pp |
| Annual return | 21.32% | 28.25%-6.9pp | 29.72%-8.4pp | 172.34%-151.0pp |
| Employer contribution / active EE | $9,471 | $1,257+653.3% | $1,032+817.4% | $4,379+116.3% |
| Participant deferral / active EE | $21,238 | $2,527+740.4% | $2,062+930.0% | $6,730+215.6% |
| Admin fee / account holder | $1,221 | $3,843-68.2% | $3,357-63.6% | $14,365-91.5% |