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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 | $86,938+184.2% | $102,423+141.2% | $80,925+205.3% |
| Participation rate | 100.0% | 72.4%+27.6pp | 76.5%+23.5pp | 67.7%+32.3pp |
| Annual return | 41.94% | 18.89%+23.0pp | 29.42%+12.5pp | 35.65%+6.3pp |
| Employer contribution / active EE | $8,903 | $2,369+275.8% | $3,023+194.5% | $2,756+223.0% |
| Participant deferral / active EE | $0 | $4,120-100.0% | $5,054-100.0% | $4,299-100.0% |
| Admin fee / account holder | $1,091 | $8,053-86.5% | $9,455-88.5% | $6,940-84.3% |