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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 | $142,871 | $85,094+67.9% | $76,327+87.2% | $145,884-2.1% |
| Participation rate | 100.0% | 82.9%+17.1pp | 79.2%+20.8pp | 80.3%+19.7pp |
| Annual return | 13.43% | 13.13%+0.3pp | 13.79%-0.4pp | 551.85%-538.4pp |
| Employer contribution / active EE | $16,775 | $5,261+218.8% | $4,584+266.0% | $4,662+259.8% |
| Participant deferral / active EE | $0 | $6,390-100.0% | $5,478-100.0% | $6,690-100.0% |
| Admin fee / account holder | $6,518 | $5,773+12.9% | $5,139+26.8% | $13,392-51.3% |