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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 | $183,505 | $65,395+180.6% | $182,558+0.5% | $72,976+151.5% |
| Participation rate | 100.0% | 65.4%+34.6pp | 78.0%+22.0pp | 69.5%+30.5pp |
| Annual return | 23.88% | 27.68%-3.8pp | 148.59%-124.7pp | 81.02%-57.1pp |
| Employer contribution / active EE | $4,683 | $1,911+145.0% | $4,076+14.9% | $2,440+91.9% |
| Participant deferral / active EE | $11,163 | $3,563+213.3% | $5,526+102.0% | $3,608+209.4% |
| Admin fee / account holder | $3,910 | $4,245-7.9% | $8,594-54.5% | $5,124-23.7% |