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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 | $132,607 | $92,219+43.8% | $76,767+72.7% | $135,380-2.0% |
| Participation rate | 95.0% | 79.8%+15.2pp | 77.0%+18.0pp | 82.6%+12.4pp |
| Annual return | 17.22% | 5.46%+11.8pp | 2.43%+14.8pp | 519.81%-502.6pp |
| Employer contribution / active EE | $27,900 | $3,216+767.6% | $2,485+1022.6% | $4,779+483.8% |
| Participant deferral / active EE | $0 | $4,508-100.0% | $3,852-100.0% | $5,609-100.0% |
| Admin fee / account holder | $388 | $10,749-96.4% | $6,675-94.2% | $10,828-96.4% |