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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 | $157,144 | $72,486+116.8% | $87,103+80.4% | $72,976+115.3% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | 28.29% | 24.46%+3.8pp | 28.19%+0.1pp | 81.02%-52.7pp |
| Employer contribution / active EE | $27,466 | $1,894+1350.2% | $2,521+989.3% | $2,440+1025.6% |
| Participant deferral / active EE | $0 | $3,270-100.0% | $4,049-100.0% | $3,608-100.0% |
| Admin fee / account holder | $15,087 | $5,055+198.5% | $7,491+101.4% | $5,124+194.4% |