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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 | $85,281 | $73,978+15.3% | $96,515-11.6% | $75,173+13.4% |
| Participation rate | 100.0% | 66.4%+33.6pp | 74.3%+25.7pp | 67.2%+32.8pp |
| Annual return | 33.59% | 26.72%+6.9pp | 35.73%-2.1pp | 160.72%-127.1pp |
| Employer contribution / active EE | $23,607 | $2,931+705.5% | $3,740+531.3% | $2,671+783.9% |
| Participant deferral / active EE | $0 | $3,660-100.0% | $4,880-100.0% | $4,126-100.0% |
| Admin fee / account holder | $11,407 | $5,219+118.6% | $6,735+69.4% | $5,651+101.9% |