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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 | $177,364 | $78,707+125.3% | $117,861+50.5% | $70,126+152.9% |
| Participation rate | 100.0% | 73.2%+26.8pp | 79.7%+20.3pp | 69.5%+30.5pp |
| Annual return | 13.03% | 23.30%-10.3pp | 335.11%-322.1pp | 73.15%-60.1pp |
| Employer contribution / active EE | $6,128 | $2,223+175.6% | $3,786+61.8% | $2,343+161.6% |
| Participant deferral / active EE | $6,619 | $3,297+100.7% | $4,482+47.7% | $3,332+98.7% |
| Admin fee / account holder | $332 | $5,066-93.5% | $8,021-95.9% | $4,645-92.9% |