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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 | $221,445 | $62,586+253.8% | $76,766+188.5% | $64,181+245.0% |
| Participation rate | 100.0% | 72.8%+27.2pp | 77.0%+23.0pp | 69.6%+30.4pp |
| Annual return | 6.52% | -1.95%+8.5pp | 2.43%+4.1pp | 7.63%-1.1pp |
| Employer contribution / active EE | $10,275 | $1,832+460.9% | $2,485+313.5% | $2,381+331.6% |
| Participant deferral / active EE | $3,692 | $3,145+17.4% | $3,851-4.1% | $3,470+6.4% |
| Admin fee / account holder | $13,495 | $4,667+189.2% | $6,675+102.2% | $4,887+176.1% |