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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 | $187,558 | $117,895+59.1% | $102,460+83.1% | $145,897+28.6% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 34.72% | 31.92%+2.8pp | 29.47%+5.3pp | 552.29%-517.6pp |
| Employer contribution / active EE | $5,882 | $3,619+62.5% | $3,025+94.4% | $4,663+26.2% |
| Participant deferral / active EE | $0 | $5,736-100.0% | $5,056-100.0% | $6,689-100.0% |
| Admin fee / account holder | $59,053 | $13,353+342.3% | $9,460+524.2% | $13,390+341.0% |