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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 | $98,736 | $81,476+21.2% | $102,383-3.6% | $80,925+22.0% |
| Participation rate | 100.0% | 66.8%+33.2pp | 74.5%+25.5pp | 67.7%+32.3pp |
| Annual return | 44.16% | 25.59%+18.6pp | 24.94%+19.2pp | 35.65%+8.5pp |
| Employer contribution / active EE | $23,227 | $3,105+648.1% | $3,870+500.1% | $2,756+742.7% |
| Participant deferral / active EE | $0 | $3,871-100.0% | $5,060-100.0% | $4,299-100.0% |
| Admin fee / account holder | $1,479 | $6,717-78.0% | $8,391-82.4% | $6,940-78.7% |