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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 | $238,549 | $79,961+198.3% | $98,462+142.3% | $75,177+217.3% |
| Participation rate | 100.0% | 70.4%+29.6pp | 75.2%+24.8pp | 67.2%+32.8pp |
| Annual return | 42.97% | 19.75%+23.2pp | 21.17%+21.8pp | 160.75%-117.8pp |
| Employer contribution / active EE | $5,236 | $2,264+131.2% | $3,049+71.7% | $2,671+96.0% |
| Participant deferral / active EE | $0 | $3,753-100.0% | $4,738-100.0% | $4,126-100.0% |
| Admin fee / account holder | $3,369 | $6,842-50.8% | $8,875-62.0% | $5,651-40.4% |