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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 | $182,439 | $65,961+176.6% | $180,320+1.2% | $94,015+94.1% |
| Participation rate | 100.0% | 61.3%+38.7pp | 71.5%+28.5pp | 70.8%+29.2pp |
| Annual return | 17.76% | 14.27%+3.5pp | 778.54%-760.8pp | 17.84%-0.1pp |
| Employer contribution / active EE | $2,500 | $1,737+43.9% | $4,108-39.1% | $2,790-10.4% |
| Participant deferral / active EE | $12,520 | $3,003+316.9% | $4,304+190.9% | $4,249+194.6% |
| Admin fee / account holder | $1,189 | $4,901-75.7% | $10,000-88.1% | $8,951-86.7% |