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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 | $179,032 | $106,749+67.7% | $145,433+23.1% | $82,448+117.1% |
| Participation rate | 100.0% | 75.6%+24.4pp | 82.1%+17.9pp | 68.1%+31.9pp |
| Annual return | 29.58% | 27.59%+2.0pp | 66.58%-37.0pp | 41.64%-12.1pp |
| Employer contribution / active EE | $5,900 | $3,444+71.3% | $4,554+29.5% | $2,551+131.3% |
| Participant deferral / active EE | $0 | $6,519-100.0% | $7,897-100.0% | $4,139-100.0% |
| Admin fee / account holder | $1,929 | $8,390-77.0% | $13,129-85.3% | $7,234-73.3% |