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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 | $240,277 | $110,410+117.6% | $102,437+134.6% | $145,897+64.7% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 30.33% | 24.85%+5.5pp | 24.95%+5.4pp | 552.29%-522.0pp |
| Employer contribution / active EE | $2,427 | $4,217-42.4% | $3,871-37.3% | $4,663-47.9% |
| Participant deferral / active EE | $22,875 | $5,622+306.9% | $5,060+352.1% | $6,689+242.0% |
| Admin fee / account holder | $5,424 | $9,745-44.3% | $8,388-35.3% | $13,390-59.5% |