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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 | $146,503 | $105,284+39.2% | $150,734-2.8% | $94,015+55.8% |
| Participation rate | 95.8% | 71.7%+24.1pp | 78.4%+17.3pp | 70.8%+25.0pp |
| Annual return | 14.99% | 15.67%-0.7pp | 600.81%-585.8pp | 17.84%-2.9pp |
| Employer contribution / active EE | $10,381 | $3,599+188.4% | $4,918+111.1% | $2,790+272.0% |
| Participant deferral / active EE | $0 | $4,274-100.0% | $5,610-100.0% | $4,249-100.0% |
| Admin fee / account holder | $6,785 | $9,839-31.0% | $14,905-54.5% | $8,951-24.2% |