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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 | $182,422 | $87,834+107.7% | $133,975+36.2% | $62,881+190.1% |
| Participation rate | 100.0% | 83.4%+16.6pp | 87.1%+12.9pp | 69.3%+30.7pp |
| Annual return | 19.69% | 12.05%+7.6pp | 29.29%-9.6pp | 20.14%-0.5pp |
| Employer contribution / active EE | $16,692 | $3,482+379.3% | $5,211+220.3% | $2,281+631.8% |
| Participant deferral / active EE | $0 | $4,812-100.0% | $6,282-100.0% | $3,203-100.0% |
| Admin fee / account holder | $1,900 | $5,372-64.6% | $9,324-79.6% | $4,296-55.8% |