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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 | $191,033 | $124,351+53.6% | $109,188+75.0% | $167,553+14.0% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 33.94% | 26.04%+7.9pp | 25.76%+8.2pp | 478.89%-445.0pp |
| Employer contribution / active EE | $0 | $4,210-100.0% | $3,723-100.0% | $4,840-100.0% |
| Participant deferral / active EE | $7,211 | $5,257+37.2% | $4,654+54.9% | $6,343+13.7% |
| Admin fee / account holder | $16,405 | $7,975+105.7% | $6,755+142.8% | $12,316+33.2% |