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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 | $228,837 | $99,994+128.9% | $146,643+56.1% | $85,847+166.6% |
| Participation rate | 100.0% | 73.1%+26.9pp | 80.1%+19.9pp | 69.3%+30.7pp |
| Annual return | 23.86% | 18.93%+4.9pp | 22.75%+1.1pp | 318.61%-294.7pp |
| Employer contribution / active EE | $4,615 | $2,559+80.4% | $4,137+11.6% | $2,565+79.9% |
| Participant deferral / active EE | $0 | $4,006-100.0% | $5,506-100.0% | $3,952-100.0% |
| Admin fee / account holder | $12,943 | $7,703+68.0% | $10,280+25.9% | $6,261+106.7% |