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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 | $75,111 | $52,678+42.6% | $75,784-0.9% | $59,633+26.0% |
| Participation rate | 100.0% | 67.2%+32.8pp | 75.8%+24.2pp | 68.7%+31.3pp |
| Annual return | 13.37% | 2.95%+10.4pp | 9.68%+3.7pp | 2041.45%-2028.1pp |
| Employer contribution / active EE | $10,154 | $2,193+363.0% | $3,323+205.5% | $2,203+361.0% |
| Participant deferral / active EE | $0 | $2,591-100.0% | $3,652-100.0% | $3,192-100.0% |
| Admin fee / account holder | $8,916 | $3,610+147.0% | $5,300+68.2% | $4,297+107.5% |