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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 | $249,989 | $87,546+185.6% | $75,784+229.9% | $125,389+99.4% |
| Participation rate | 100.0% | 80.2%+19.8pp | 75.8%+24.2pp | 83.2%+16.8pp |
| Annual return | 17.19% | 13.49%+3.7pp | 9.68%+7.5pp | 282.24%-265.1pp |
| Employer contribution / active EE | $5,959 | $3,930+51.6% | $3,323+79.3% | $4,866+22.5% |
| Participant deferral / active EE | $0 | $4,230-100.0% | $3,652-100.0% | $5,352-100.0% |
| Admin fee / account holder | $5,611 | $6,503-13.7% | $5,300+5.9% | $9,541-41.2% |