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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 | $137,214 | $93,617+46.6% | $135,982+0.9% | $75,177+82.5% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 33.57% | 30.89%+2.7pp | 68.32%-34.8pp | 160.75%-127.2pp |
| Employer contribution / active EE | $2,807 | $3,538-20.7% | $4,859-42.2% | $2,671+5.1% |
| Participant deferral / active EE | $0 | $6,406-100.0% | $7,760-100.0% | $4,126-100.0% |
| Admin fee / account holder | $2,393 | $6,980-65.7% | $10,767-77.8% | $5,651-57.7% |