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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 | $166,991 | $76,407+118.6% | $150,298+11.1% | $82,448+102.5% |
| Participation rate | 100.0% | 66.4%+33.6pp | 77.8%+22.2pp | 68.1%+31.9pp |
| Annual return | 22.96% | 39.99%-17.0pp | 62.79%-39.8pp | 41.64%-18.7pp |
| Employer contribution / active EE | $12,954 | $2,614+395.5% | $4,154+211.8% | $2,551+407.8% |
| Participant deferral / active EE | $21,956 | $3,214+583.1% | $5,453+302.7% | $4,139+430.4% |
| Admin fee / account holder | $9,669 | $6,352+52.2% | $14,116-31.5% | $7,234+33.7% |