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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 | $188,393 | $201,372-6.4% | $184,260+2.2% | $145,884+29.1% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 19.85% | 29.04%-9.2pp | 28.84%-9.0pp | 551.85%-532.0pp |
| Employer contribution / active EE | $4,376 | $7,024-37.7% | $6,427-31.9% | $4,662-6.1% |
| Participant deferral / active EE | $0 | $9,808-100.0% | $9,133-100.0% | $6,690-100.0% |
| Admin fee / account holder | $22,281 | $16,362+36.2% | $13,898+60.3% | $13,392+66.4% |