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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 | $207,262 | $86,938+138.4% | $102,423+102.4% | $80,925+156.1% |
| Participation rate | 100.0% | 72.4%+27.6pp | 76.5%+23.5pp | 67.7%+32.3pp |
| Annual return | 23.12% | 18.89%+4.2pp | 29.42%-6.3pp | 35.65%-12.5pp |
| Employer contribution / active EE | $21,180 | $2,369+794.0% | $3,023+600.6% | $2,756+668.4% |
| Participant deferral / active EE | $0 | $4,120-100.0% | $5,054-100.0% | $4,299-100.0% |
| Admin fee / account holder | $12,659 | $8,053+57.2% | $9,455+33.9% | $6,940+82.4% |