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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 | $107,421+66.7% | $182,262-1.8% | $94,015+90.4% |
| Participation rate | 100.0% | 77.8%+22.2pp | 84.2%+15.8pp | 70.8%+29.2pp |
| Annual return | 29.58% | 21.32%+8.3pp | 140.60%-111.0pp | 17.84%+11.7pp |
| Employer contribution / active EE | $5,900 | $3,448+71.1% | $5,046+16.9% | $2,790+111.5% |
| Participant deferral / active EE | $0 | $6,558-100.0% | $8,276-100.0% | $4,249-100.0% |
| Admin fee / account holder | $1,929 | $8,692-77.8% | $16,712-88.5% | $8,951-78.5% |