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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 | $136,121 | $124,425+9.4% | $112,040+21.5% | $137,256-0.8% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.5%+23.5pp | 80.0%+20.0pp |
| Annual return | 39.87% | 24.72%+15.2pp | 24.52%+15.4pp | 220.34%-180.5pp |
| Employer contribution / active EE | $5,832 | $3,411+71.0% | $2,954+97.4% | $4,156+40.3% |
| Participant deferral / active EE | $0 | $5,718-100.0% | $5,098-100.0% | $6,407-100.0% |
| Admin fee / account holder | $3,011 | $15,207-80.2% | $12,098-75.1% | $12,270-75.5% |