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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 | $160,425 | $65,704+144.2% | $94,229+70.3% | $59,633+169.0% |
| Participation rate | 100.0% | 72.1%+27.9pp | 78.8%+21.2pp | 68.7%+31.3pp |
| Annual return | 16.42% | 5.22%+11.2pp | 10.68%+5.7pp | 2041.45%-2025.0pp |
| Employer contribution / active EE | $16,905 | $2,021+736.6% | $3,587+371.3% | $2,203+667.5% |
| Participant deferral / active EE | $0 | $3,143-100.0% | $4,320-100.0% | $3,192-100.0% |
| Admin fee / account holder | $13,324 | $4,265+212.4% | $6,269+112.5% | $4,297+210.1% |