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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 | $126,325 | $93,617+34.9% | $135,982-7.1% | $75,177+68.0% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 31.63% | 30.89%+0.7pp | 68.32%-36.7pp | 160.75%-129.1pp |
| Employer contribution / active EE | $5,932 | $3,538+67.7% | $4,859+22.1% | $2,671+122.1% |
| Participant deferral / active EE | $0 | $6,406-100.0% | $7,760-100.0% | $4,126-100.0% |
| Admin fee / account holder | $19,577 | $6,980+180.5% | $10,767+81.8% | $5,651+246.4% |