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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 | $138,407 | $126,661+9.3% | $113,397+22.1% | $138,895-0.4% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.5%+23.5pp | 79.9%+20.1pp |
| Annual return | 11.08% | 25.05%-14.0pp | 23.20%-12.1pp | 145.39%-134.3pp |
| Employer contribution / active EE | $10,303 | $3,456+198.1% | $2,977+246.0% | $4,194+145.6% |
| Participant deferral / active EE | $0 | $5,693-100.0% | $5,076-100.0% | $6,396-100.0% |
| Admin fee / account holder | $5,807 | $14,549-60.1% | $11,957-51.4% | $12,562-53.8% |