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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 | $243,322 | $135,956+79.0% | $123,894+96.4% | $273,972-11.2% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 5.53% | 56.63%-51.1pp | 47.52%-42.0pp | 41.46%-35.9pp |
| Employer contribution / active EE | $15,082 | $5,170+191.7% | $4,617+226.7% | $4,869+209.8% |
| Participant deferral / active EE | $0 | $6,343-100.0% | $5,984-100.0% | $5,287-100.0% |
| Admin fee / account holder | $2,036 | $9,817-79.3% | $8,357-75.6% | $10,133-79.9% |