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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 | $206,938 | $176,794+17.1% | $146,647+41.1% | $167,553+23.5% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 10.63% | 24.04%-13.4pp | 22.75%-12.1pp | 478.89%-468.3pp |
| Employer contribution / active EE | $6,203 | $5,161+20.2% | $4,137+49.9% | $4,840+28.2% |
| Participant deferral / active EE | $0 | $6,440-100.0% | $5,506-100.0% | $6,343-100.0% |
| Admin fee / account holder | $8,587 | $13,262-35.3% | $10,281-16.5% | $12,316-30.3% |