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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 | $165,464 | $67,602+144.8% | $82,312+101.0% | $70,126+136.0% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | 13.80% | 21.57%-7.8pp | 25.88%-12.1pp | 73.15%-59.3pp |
| Employer contribution / active EE | $7,652 | $1,755+336.0% | $2,428+215.1% | $2,343+226.7% |
| Participant deferral / active EE | $5,090 | $2,987+70.4% | $3,706+37.3% | $3,332+52.8% |
| Admin fee / account holder | $3,782 | $4,512-16.2% | $5,608-32.6% | $4,645-18.6% |