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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 | $162,692 | $57,140+184.7% | $85,240+90.9% | $80,959+101.0% |
| Participation rate | 100.0% | 56.4%+43.6pp | 67.5%+32.5pp | 67.7%+32.3pp |
| Annual return | 14.00% | 21.71%-7.7pp | 66.75%-52.8pp | 35.67%-21.7pp |
| Employer contribution / active EE | $21,678 | $1,802+1103.0% | $2,735+692.5% | $2,757+686.2% |
| Participant deferral / active EE | $4,843 | $3,115+55.5% | $4,527+7.0% | $4,300+12.6% |
| Admin fee / account holder | $3,863 | $4,992-22.6% | $6,165-37.3% | $6,925-44.2% |