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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 | $76,982 | $90,745-15.2% | $130,270-40.9% | $75,177+2.4% |
| Participation rate | 100.0% | 71.1%+28.9pp | 76.3%+23.7pp | 67.2%+32.8pp |
| Annual return | 40.85% | 34.45%+6.4pp | 38.89%+2.0pp | 160.75%-119.9pp |
| Employer contribution / active EE | $19,378 | $3,314+484.8% | $4,128+369.5% | $2,671+625.5% |
| Participant deferral / active EE | $0 | $5,362-100.0% | $6,797-100.0% | $4,126-100.0% |
| Admin fee / account holder | $1,687 | $6,331-73.3% | $6,022-72.0% | $5,651-70.1% |