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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 | $117,846+59.2% | $102,434+83.1% | $145,884+28.6% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 34.72% | 31.90%+2.8pp | 29.46%+5.3pp | 551.85%-517.1pp |
| Employer contribution / active EE | $5,882 | $3,615+62.7% | $3,023+94.6% | $4,662+26.2% |
| Participant deferral / active EE | $0 | $5,733-100.0% | $5,055-100.0% | $6,690-100.0% |
| Admin fee / account holder | $59,053 | $13,356+342.2% | $9,462+524.1% | $13,392+341.0% |