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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 | $106,308 | $104,251+2.0% | $91,004+16.8% | $147,586-28.0% |
| Participation rate | 100.0% | 78.2%+21.8pp | 75.6%+24.4pp | 82.8%+17.2pp |
| Annual return | 32.67% | 27.06%+5.6pp | 4.60%+28.1pp | 578.59%-545.9pp |
| Employer contribution / active EE | $4,151 | $3,116+33.2% | $2,456+69.0% | $4,876-14.9% |
| Participant deferral / active EE | $0 | $4,195-100.0% | $3,548-100.0% | $5,439-100.0% |
| Admin fee / account holder | $847 | $8,948-90.5% | $5,417-84.4% | $10,886-92.2% |