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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 | $231,728 | $76,551+202.7% | $123,894+87.0% | $62,881+268.5% |
| Participation rate | 100.0% | 73.0%+27.0pp | 81.4%+18.6pp | 69.3%+30.7pp |
| Annual return | 35.03% | 18.68%+16.4pp | 47.52%-12.5pp | 20.14%+14.9pp |
| Employer contribution / active EE | $5,133 | $2,882+78.1% | $4,617+11.2% | $2,281+125.0% |
| Participant deferral / active EE | $0 | $4,840-100.0% | $5,984-100.0% | $3,203-100.0% |
| Admin fee / account holder | $2,485 | $4,826-48.5% | $8,357-70.3% | $4,296-42.1% |