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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 | $188,741 | $96,956+94.7% | $69,779+170.5% | $273,972-31.1% |
| Participation rate | 100.0% | 77.1%+22.9pp | 71.8%+28.2pp | 83.0%+17.0pp |
| Annual return | 6.34% | 12.93%-6.6pp | 12.99%-6.7pp | 41.46%-35.1pp |
| Employer contribution / active EE | $16,977 | $3,316+412.0% | $2,338+626.0% | $4,869+248.7% |
| Participant deferral / active EE | $12,200 | $3,744+225.9% | $2,931+316.3% | $5,287+130.7% |
| Admin fee / account holder | $751 | $7,934-90.5% | $4,381-82.9% | $10,133-92.6% |