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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 | $200,536 | $67,602+196.6% | $82,312+143.6% | $70,126+186.0% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | 20.66% | 21.57%-0.9pp | 25.88%-5.2pp | 73.15%-52.5pp |
| Employer contribution / active EE | $7,934 | $1,755+352.1% | $2,428+226.7% | $2,343+238.7% |
| Participant deferral / active EE | $6,153 | $2,987+106.0% | $3,706+66.0% | $3,332+84.7% |
| Admin fee / account holder | $444 | $4,512-90.2% | $5,608-92.1% | $4,645-90.4% |