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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 | $197,184 | $82,028+140.4% | $123,105+60.2% | $59,633+230.7% |
| Participation rate | 100.0% | 83.2%+16.8pp | 86.8%+13.2pp | 68.7%+31.3pp |
| Annual return | 17.78% | 5.12%+12.7pp | 13.22%+4.6pp | 2041.45%-2023.7pp |
| Employer contribution / active EE | $8,864 | $3,297+168.9% | $5,151+72.1% | $2,203+302.4% |
| Participant deferral / active EE | $0 | $4,667-100.0% | $6,229-100.0% | $3,192-100.0% |
| Admin fee / account holder | $830 | $5,879-85.9% | $9,014-90.8% | $4,297-80.7% |