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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 | $116,228 | $110,307+5.4% | $96,576+20.3% | $139,456-16.7% |
| Participation rate | 100.0% | 78.1%+21.9pp | 76.0%+24.0pp | 80.3%+19.7pp |
| Annual return | 38.02% | 26.40%+11.6pp | 25.87%+12.1pp | 373.45%-335.4pp |
| Employer contribution / active EE | $0 | $3,619-100.0% | $2,965-100.0% | $4,753-100.0% |
| Participant deferral / active EE | $26,743 | $5,547+382.1% | $4,851+451.3% | $6,711+298.5% |
| Admin fee / account holder | $433 | $11,597-96.3% | $8,253-94.8% | $11,407-96.2% |