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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 | $186,358 | $124,314+49.9% | $109,163+70.7% | $167,518+11.2% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 31.03% | 26.04%+5.0pp | 25.75%+5.3pp | 478.71%-447.7pp |
| Employer contribution / active EE | $7,643 | $4,209+81.6% | $3,723+105.3% | $4,838+58.0% |
| Participant deferral / active EE | $0 | $5,256-100.0% | $4,654-100.0% | $6,342-100.0% |
| Admin fee / account holder | $3,400 | $7,973-57.4% | $6,754-49.7% | $12,312-72.4% |