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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 | $172,585 | $176,786-2.4% | $146,643+17.7% | $167,536+3.0% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 10.05% | 24.04%-14.0pp | 22.75%-12.7pp | 478.82%-468.8pp |
| Employer contribution / active EE | $8,636 | $5,161+67.3% | $4,137+108.8% | $4,839+78.5% |
| Participant deferral / active EE | $8,646 | $6,440+34.3% | $5,506+57.0% | $6,342+36.3% |
| Admin fee / account holder | $2,917 | $13,262-78.0% | $10,280-71.6% | $12,315-76.3% |