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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 | $195,849 | $125,797+55.7% | $170,043+15.2% | $75,173+160.5% |
| Participation rate | 100.0% | 83.6%+16.4pp | 87.0%+13.0pp | 67.2%+32.8pp |
| Annual return | 25.81% | 27.20%-1.4pp | 53.40%-27.6pp | 160.72%-134.9pp |
| Employer contribution / active EE | $5,221 | $4,616+13.1% | $6,790-23.1% | $2,671+95.5% |
| Participant deferral / active EE | $13,595 | $6,838+98.8% | $10,410+30.6% | $4,126+229.5% |
| Admin fee / account holder | $551 | $8,177-93.3% | $12,824-95.7% | $5,651-90.2% |