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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 | $231,479 | $138,385+67.3% | $184,243+25.6% | $80,925+186.0% |
| Participation rate | 100.0% | 83.9%+16.1pp | 86.8%+13.2pp | 67.7%+32.3pp |
| Annual return | 31.40% | 20.02%+11.4pp | 28.82%+2.6pp | 35.65%-4.2pp |
| Employer contribution / active EE | $7,143 | $4,851+47.3% | $6,427+11.1% | $2,756+159.2% |
| Participant deferral / active EE | $0 | $7,075-100.0% | $9,132-100.0% | $4,299-100.0% |
| Admin fee / account holder | $11,332 | $10,489+8.0% | $13,914-18.6% | $6,940+63.3% |