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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 | $30,641 | $65,395-53.1% | $182,558-83.2% | $72,976-58.0% |
| Participation rate | 100.0% | 65.4%+34.6pp | 78.0%+22.0pp | 69.5%+30.5pp |
| Annual return | 31.29% | 27.68%+3.6pp | 148.59%-117.3pp | 81.02%-49.7pp |
| Employer contribution / active EE | $4,634 | $1,911+142.4% | $4,076+13.7% | $2,440+89.9% |
| Participant deferral / active EE | $11,220 | $3,563+214.9% | $5,526+103.1% | $3,608+211.0% |
| Admin fee / account holder | $3,052 | $4,245-28.1% | $8,594-64.5% | $5,124-40.4% |