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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 | $188,442 | $110,379+70.7% | $102,412+84.0% | $145,884+29.2% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 30.53% | 24.84%+5.7pp | 24.94%+5.6pp | 551.85%-521.3pp |
| Employer contribution / active EE | $7,242 | $4,216+71.8% | $3,870+87.1% | $4,662+55.3% |
| Participant deferral / active EE | $0 | $5,622-100.0% | $5,060-100.0% | $6,690-100.0% |
| Admin fee / account holder | $5,584 | $9,745-42.7% | $8,388-33.4% | $13,392-58.3% |