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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 | $105,892 | $117,829-10.1% | $102,423+3.4% | $145,877-27.4% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 38.47% | 31.83%+6.6pp | 29.42%+9.0pp | 551.28%-512.8pp |
| Employer contribution / active EE | $6,023 | $3,615+66.6% | $3,023+99.2% | $4,663+29.2% |
| Participant deferral / active EE | $0 | $5,732-100.0% | $5,054-100.0% | $6,691-100.0% |
| Admin fee / account holder | $9,306 | $13,335-30.2% | $9,455-1.6% | $13,402-30.6% |