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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 | $177,051 | $201,372-12.1% | $184,260-3.9% | $145,884+21.4% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 18.23% | 29.04%-10.8pp | 28.84%-10.6pp | 551.85%-533.6pp |
| Employer contribution / active EE | $4,228 | $7,024-39.8% | $6,427-34.2% | $4,662-9.3% |
| Participant deferral / active EE | $0 | $9,808-100.0% | $9,133-100.0% | $6,690-100.0% |
| Admin fee / account holder | $2,049 | $16,362-87.5% | $13,898-85.3% | $13,392-84.7% |