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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 | $136,787 | $67,602+102.3% | $82,312+66.2% | $70,126+95.1% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | 32.17% | 21.57%+10.6pp | 25.88%+6.3pp | 73.15%-41.0pp |
| Employer contribution / active EE | $7,264 | $1,755+313.9% | $2,428+199.1% | $2,343+210.1% |
| Participant deferral / active EE | $0 | $2,987-100.0% | $3,706-100.0% | $3,332-100.0% |
| Admin fee / account holder | $2,192 | $4,512-51.4% | $5,608-60.9% | $4,645-52.8% |