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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 | $161,588 | $123,000+31.4% | $105,582+53.0% | $198,609-18.6% |
| Participation rate | 100.0% | 76.8%+23.2pp | 71.8%+28.2pp | 82.4%+17.6pp |
| Annual return | 9.60% | 18.31%-8.7pp | 18.61%-9.0pp | 202.70%-193.1pp |
| Employer contribution / active EE | $24,395 | $3,582+581.0% | $2,984+717.5% | $5,055+382.5% |
| Participant deferral / active EE | $0 | $5,013-100.0% | $4,353-100.0% | $6,977-100.0% |
| Admin fee / account holder | $14,035 | $16,254-13.7% | $12,856+9.2% | $19,030-26.3% |