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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 | $138,312-1.6% | $122,979+10.7% | $155,188-12.3% |
| Participation rate | 100.0% | 80.2%+19.8pp | 77.2%+22.8pp | 80.8%+19.2pp |
| Annual return | 39.87% | 22.06%+17.8pp | 20.12%+19.8pp | 148.84%-109.0pp |
| Employer contribution / active EE | $5,832 | $3,530+65.2% | $3,062+90.4% | $4,248+37.3% |
| Participant deferral / active EE | $0 | $5,592-100.0% | $5,003-100.0% | $6,531-100.0% |
| Admin fee / account holder | $3,011 | $15,089-80.0% | $12,864-76.6% | $14,480-79.2% |