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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 | $168,500 | $95,453+76.5% | $112,040+50.4% | $82,448+104.4% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.5%+23.5pp | 68.1%+31.9pp |
| Annual return | 12.77% | 23.92%-11.1pp | 24.52%-11.7pp | 41.64%-28.9pp |
| Employer contribution / active EE | $7,888 | $2,318+240.3% | $2,954+167.0% | $2,551+209.2% |
| Participant deferral / active EE | $7,954 | $4,224+88.3% | $5,098+56.0% | $4,139+92.2% |
| Admin fee / account holder | $1,600 | $9,013-82.3% | $12,098-86.8% | $7,234-77.9% |