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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 | $127,030 | $115,917+9.6% | $100,535+26.4% | $158,982-20.1% |
| Participation rate | 100.0% | 81.6%+18.4pp | 79.4%+20.6pp | 82.0%+18.0pp |
| Annual return | 34.42% | 34.80%-0.4pp | 30.90%+3.5pp | 302.99%-268.6pp |
| Employer contribution / active EE | $15,556 | $4,105+278.9% | $3,419+355.0% | $4,763+226.6% |
| Participant deferral / active EE | $0 | $6,677-100.0% | $6,271-100.0% | $5,983-100.0% |
| Admin fee / account holder | $13,044 | $11,002+18.6% | $8,085+61.3% | $11,252+15.9% |