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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 | $166,843 | $55,453+200.9% | $170,435-2.1% | $62,293+167.8% |
| Participation rate | 100.0% | 66.4%+33.6pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | 14.82% | 21.38%-6.6pp | 205.94%-191.1pp | 28.90%-14.1pp |
| Employer contribution / active EE | $3,665 | $2,164+69.4% | $5,432-32.5% | $2,042+79.5% |
| Participant deferral / active EE | $6,967 | $2,303+202.5% | $4,939+41.0% | $3,169+119.8% |
| Admin fee / account holder | $7,732 | $455+1599.2% | $13,881-44.3% | $479+1513.1% |