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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 | $192,258 | $72,486+165.2% | $87,103+120.7% | $72,976+163.5% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | 25.22% | 24.46%+0.8pp | 28.19%-3.0pp | 81.02%-55.8pp |
| Employer contribution / active EE | $4,653 | $1,894+145.7% | $2,521+84.5% | $2,440+90.7% |
| Participant deferral / active EE | $7,991 | $3,270+144.4% | $4,049+97.4% | $3,608+121.5% |
| Admin fee / account holder | $599 | $5,055-88.2% | $7,491-92.0% | $5,124-88.3% |