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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 | $145,646 | $254,759-42.8% | $216,567-32.7% | $198,609-26.7% |
| Participation rate | 100.0% | 84.5%+15.5pp | 81.6%+18.4pp | 82.4%+17.6pp |
| Annual return | 4.71% | 10.04%-5.3pp | 12.94%-8.2pp | 202.70%-198.0pp |
| Employer contribution / active EE | $16,740 | $6,096+174.6% | $5,216+221.0% | $5,055+231.1% |
| Participant deferral / active EE | $4,294 | $6,948-38.2% | $6,191-30.6% | $6,977-38.5% |
| Admin fee / account holder | $8,571 | $26,311-67.4% | $21,981-61.0% | $19,030-55.0% |