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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 | $142,476 | $113,941+25.0% | $94,229+51.2% | $125,389+13.6% |
| Participation rate | 100.0% | 82.9%+17.1pp | 78.8%+21.2pp | 83.2%+16.8pp |
| Annual return | 2.75% | 5.29%-2.5pp | 10.68%-7.9pp | 282.24%-279.5pp |
| Employer contribution / active EE | $20,828 | $4,727+340.6% | $3,587+480.7% | $4,866+328.0% |
| Participant deferral / active EE | $9,525 | $5,179+83.9% | $4,320+120.5% | $5,352+78.0% |
| Admin fee / account holder | $482 | $8,392-94.3% | $6,269-92.3% | $9,541-94.9% |