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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 | $236,691 | $80,983+192.3% | $96,544+145.2% | $75,177+214.8% |
| Participation rate | 100.0% | 71.8%+28.2pp | 76.0%+24.0pp | 67.2%+32.8pp |
| Annual return | 39.53% | 27.05%+12.5pp | 25.88%+13.7pp | 160.75%-121.2pp |
| Employer contribution / active EE | $10,200 | $2,282+346.9% | $2,966+243.9% | $2,671+281.9% |
| Participant deferral / active EE | $0 | $3,929-100.0% | $4,851-100.0% | $4,126-100.0% |
| Admin fee / account holder | $1,818 | $6,717-72.9% | $8,254-78.0% | $5,651-67.8% |