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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 | $172,019 | $104,098+65.2% | $140,514+22.4% | $94,015+83.0% |
| Participation rate | 100.0% | 73.7%+26.3pp | 77.8%+22.2pp | 70.8%+29.2pp |
| Annual return | 11.72% | 15.14%-3.4pp | 14.36%-2.6pp | 17.84%-6.1pp |
| Employer contribution / active EE | $8,248 | $2,388+245.4% | $3,378+144.2% | $2,790+195.6% |
| Participant deferral / active EE | $0 | $4,033-100.0% | $4,919-100.0% | $4,249-100.0% |
| Admin fee / account holder | $10,752 | $10,439+3.0% | $13,697-21.5% | $8,951+20.1% |