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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 | $100,411 | $65,703+52.8% | $94,228+6.6% | $59,633+68.4% |
| Participation rate | 89.5% | 72.1%+17.4pp | 78.8%+10.7pp | 68.7%+20.8pp |
| Annual return | 17.11% | 5.22%+11.9pp | 10.68%+6.4pp | 2041.40%-2024.3pp |
| Employer contribution / active EE | $8,772 | $2,021+334.1% | $3,587+144.6% | $2,203+298.2% |
| Participant deferral / active EE | $0 | $3,143-100.0% | $4,320-100.0% | $3,192-100.0% |
| Admin fee / account holder | $1,906 | $4,264-55.3% | $6,269-69.6% | $4,297-55.6% |