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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 | $140,249 | $87,834+59.7% | $133,975+4.7% | $62,881+123.0% |
| Participation rate | 100.0% | 83.4%+16.6pp | 87.1%+12.9pp | 69.3%+30.7pp |
| Annual return | 12.47% | 12.05%+0.4pp | 29.29%-16.8pp | 20.14%-7.7pp |
| Employer contribution / active EE | $19,837 | $3,482+469.6% | $5,211+280.7% | $2,281+769.7% |
| Participant deferral / active EE | $0 | $4,812-100.0% | $6,282-100.0% | $3,203-100.0% |
| Admin fee / account holder | $11,169 | $5,372+107.9% | $9,324+19.8% | $4,296+160.0% |