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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 | $189,666 | $101,798+86.3% | $165,071+14.9% | $80,935+134.3% |
| Participation rate | 100.0% | 71.8%+28.2pp | 78.6%+21.4pp | 67.7%+32.3pp |
| Annual return | 14.26% | 16.73%-2.5pp | 70.17%-55.9pp | 35.66%-21.4pp |
| Employer contribution / active EE | $4,056 | $2,954+37.3% | $4,347-6.7% | $2,757+47.1% |
| Participant deferral / active EE | $0 | $4,476-100.0% | $6,035-100.0% | $4,299-100.0% |
| Admin fee / account holder | $13,919 | $8,221+69.3% | $12,695+9.6% | $6,924+101.0% |