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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 | $222,236 | $86,949+155.6% | $102,460+116.9% | $80,959+174.5% |
| Participation rate | 100.0% | 72.4%+27.6pp | 76.5%+23.5pp | 67.7%+32.3pp |
| Annual return | 23.45% | 18.89%+4.6pp | 29.47%-6.0pp | 35.67%-12.2pp |
| Employer contribution / active EE | $23,601 | $2,370+896.0% | $3,025+680.2% | $2,757+756.0% |
| Participant deferral / active EE | $0 | $4,121-100.0% | $5,056-100.0% | $4,300-100.0% |
| Admin fee / account holder | $16,073 | $8,048+99.7% | $9,460+69.9% | $6,925+132.1% |