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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 | $186,924 | $127,298+46.8% | $109,916+70.1% | $167,553+11.6% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.2%+25.8pp | 82.1%+17.9pp |
| Annual return | 37.86% | 22.97%+14.9pp | 29.46%+8.4pp | 478.89%-441.0pp |
| Employer contribution / active EE | $3,313 | $3,325-0.4% | $2,844+16.5% | $4,840-31.6% |
| Participant deferral / active EE | $1,444 | $4,513-68.0% | $4,047-64.3% | $6,343-77.2% |
| Admin fee / account holder | $8,015 | $7,119+12.6% | $6,069+32.1% | $12,316-34.9% |