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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 | $104,773 | $73,988+41.6% | $96,538+8.5% | $75,177+39.4% |
| Participation rate | 100.0% | 66.4%+33.6pp | 74.3%+25.7pp | 67.2%+32.8pp |
| Annual return | 35.82% | 26.73%+9.1pp | 35.74%+0.1pp | 160.75%-124.9pp |
| Employer contribution / active EE | $8,425 | $2,930+187.5% | $3,740+125.3% | $2,671+215.4% |
| Participant deferral / active EE | $0 | $3,660-100.0% | $4,880-100.0% | $4,126-100.0% |
| Admin fee / account holder | $1,688 | $5,220-67.7% | $6,737-74.9% | $5,651-70.1% |