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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 | $186,475 | $93,598+99.2% | $135,974+37.1% | $75,173+148.1% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 19.38% | 30.89%-11.5pp | 68.30%-48.9pp | 160.72%-141.3pp |
| Employer contribution / active EE | $3,830 | $3,538+8.3% | $4,859-21.2% | $2,671+43.4% |
| Participant deferral / active EE | $12,711 | $6,405+98.4% | $7,760+63.8% | $4,126+208.1% |
| Admin fee / account holder | $477 | $6,978-93.2% | $10,767-95.6% | $5,651-91.6% |