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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 | $114,252 | $52,678+116.9% | $75,784+50.8% | $59,633+91.6% |
| Participation rate | 100.0% | 67.2%+32.8pp | 75.8%+24.2pp | 68.7%+31.3pp |
| Annual return | 17.37% | 2.95%+14.4pp | 9.68%+7.7pp | 2041.45%-2024.1pp |
| Employer contribution / active EE | $9,555 | $2,193+335.6% | $3,323+187.5% | $2,203+333.8% |
| Participant deferral / active EE | $0 | $2,591-100.0% | $3,652-100.0% | $3,192-100.0% |
| Admin fee / account holder | $10,553 | $3,610+192.3% | $5,300+99.1% | $4,297+145.6% |