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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 | $226,161 | $85,766+163.7% | $136,295+65.9% | $70,131+222.5% |
| Participation rate | 100.0% | 74.2%+25.8pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | 16.12% | 31.45%-15.3pp | 5155.97%-5139.9pp | 73.14%-57.0pp |
| Employer contribution / active EE | $2,856 | $2,966-3.7% | $4,695-39.2% | $2,342+21.9% |
| Participant deferral / active EE | $7,647 | $5,051+51.4% | $6,247+22.4% | $3,332+129.5% |
| Admin fee / account holder | $1,996 | $5,420-63.2% | $9,243-78.4% | $4,645-57.0% |