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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 | $165,360 | $69,518+137.9% | $59,887+176.1% | $135,379+22.1% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.7%+25.3pp | 82.6%+17.4pp |
| Annual return | 9.40% | 7.95%+1.5pp | 3.46%+5.9pp | 519.79%-510.4pp |
| Employer contribution / active EE | $4,291 | $3,235+32.7% | $2,722+57.6% | $4,779-10.2% |
| Participant deferral / active EE | $11,080 | $4,204+163.5% | $3,402+225.7% | $5,609+97.5% |
| Admin fee / account holder | $3,592 | $5,734-37.4% | $3,5910% | $10,828-66.8% |