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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 | $247,090 | $86,949+184.2% | $102,460+141.2% | $80,959+205.2% |
| Participation rate | 100.0% | 72.4%+27.6pp | 76.5%+23.5pp | 67.7%+32.3pp |
| Annual return | 41.94% | 18.89%+23.0pp | 29.47%+12.5pp | 35.67%+6.3pp |
| Employer contribution / active EE | $8,903 | $2,370+275.7% | $3,025+194.3% | $2,757+222.9% |
| Participant deferral / active EE | $0 | $4,121-100.0% | $5,056-100.0% | $4,300-100.0% |
| Admin fee / account holder | $1,091 | $8,048-86.4% | $9,460-88.5% | $6,925-84.2% |