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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 | $180,578 | $81,331+122.0% | $155,534+16.1% | $80,935+123.1% |
| Participation rate | 100.0% | 66.3%+33.7pp | 78.2%+21.8pp | 67.7%+32.3pp |
| Annual return | 11.53% | 33.37%-21.8pp | 64.92%-53.4pp | 35.66%-24.1pp |
| Employer contribution / active EE | $9,127 | $3,105+194.0% | $4,675+95.2% | $2,757+231.1% |
| Participant deferral / active EE | $6,426 | $3,454+86.0% | $5,630+14.1% | $4,299+49.5% |
| Admin fee / account holder | $4,566 | $7,999-42.9% | $15,900-71.3% | $6,924-34.1% |