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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 | $168,452 | $78,682+114.1% | $109,188+54.3% | $85,851+96.2% |
| Participation rate | 100.0% | 68.3%+31.7pp | 75.9%+24.1pp | 69.3%+30.7pp |
| Annual return | 27.46% | 25.09%+2.4pp | 25.76%+1.7pp | 318.63%-291.2pp |
| Employer contribution / active EE | $15,291 | $2,734+459.3% | $3,723+310.7% | $2,565+496.0% |
| Participant deferral / active EE | $0 | $3,468-100.0% | $4,654-100.0% | $3,952-100.0% |
| Admin fee / account holder | $7,593 | $5,470+38.8% | $6,755+12.4% | $6,261+21.3% |