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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 | $134,884 | $65,395+106.3% | $182,558-26.1% | $72,976+84.8% |
| Participation rate | 100.0% | 65.4%+34.6pp | 78.0%+22.0pp | 69.5%+30.5pp |
| Annual return | 19.78% | 27.68%-7.9pp | 148.59%-128.8pp | 81.02%-61.2pp |
| Employer contribution / active EE | $8,435 | $1,911+341.4% | $4,076+106.9% | $2,440+245.7% |
| Participant deferral / active EE | $6,624 | $3,563+85.9% | $5,526+19.9% | $3,608+83.6% |
| Admin fee / account holder | $6,918 | $4,245+63.0% | $8,594-19.5% | $5,124+35.0% |