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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 | $190,707 | $177,595+7.4% | $148,496+28.4% | $198,609-4.0% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 19.69% | 9.97%+9.7pp | 12.33%+7.4pp | 202.70%-183.0pp |
| Employer contribution / active EE | $6,285 | $4,098+53.4% | $3,497+79.7% | $5,055+24.3% |
| Participant deferral / active EE | $0 | $5,539-100.0% | $4,808-100.0% | $6,977-100.0% |
| Admin fee / account holder | $994 | $27,010-96.3% | $19,547-94.9% | $19,030-94.8% |