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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 | $101,752+86.4% | $164,928+15.0% | $80,911+134.4% |
| Participation rate | 100.0% | 71.8%+28.2pp | 78.6%+21.4pp | 67.6%+32.4pp |
| Annual return | 14.26% | 16.73%-2.5pp | 70.08%-55.8pp | 35.63%-21.4pp |
| Employer contribution / active EE | $4,056 | $2,953+37.3% | $4,343-6.6% | $2,756+47.2% |
| Participant deferral / active EE | $0 | $4,477-100.0% | $6,034-100.0% | $4,297-100.0% |
| Admin fee / account holder | $13,919 | $8,218+69.4% | $12,684+9.7% | $6,935+100.7% |