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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 | $238,217 | $127,387+87.0% | $115,038+107.1% | $125,389+90.0% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | 0.55% | 31.28%-30.7pp | 26.14%-25.6pp | 282.24%-281.7pp |
| Employer contribution / active EE | $8,066 | $5,166+56.1% | $4,608+75.0% | $4,866+65.8% |
| Participant deferral / active EE | $14,576 | $6,423+126.9% | $6,026+141.9% | $5,352+172.4% |
| Admin fee / account holder | $903 | $9,516-90.5% | $8,175-88.9% | $9,541-90.5% |