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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 | $129,173 | $73,940+74.7% | $96,496+33.9% | $75,173+71.8% |
| Participation rate | 100.0% | 66.4%+33.6pp | 74.3%+25.7pp | 67.2%+32.8pp |
| Annual return | 29.78% | 26.71%+3.1pp | 35.70%-5.9pp | 160.65%-130.9pp |
| Employer contribution / active EE | $12,733 | $2,929+334.7% | $3,738+240.6% | $2,670+376.8% |
| Participant deferral / active EE | $0 | $3,659-100.0% | $4,879-100.0% | $4,126-100.0% |
| Admin fee / account holder | $4,525 | $5,216-13.3% | $6,731-32.8% | $5,651-19.9% |