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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 | $124,425+11.2% | $112,040+23.5% | $137,256+0.8% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.5%+23.5pp | 80.0%+20.0pp |
| Annual return | 11.08% | 24.72%-13.6pp | 24.52%-13.4pp | 220.34%-209.3pp |
| Employer contribution / active EE | $10,303 | $3,411+202.0% | $2,954+248.8% | $4,156+147.9% |
| Participant deferral / active EE | $0 | $5,718-100.0% | $5,098-100.0% | $6,407-100.0% |
| Admin fee / account holder | $5,807 | $15,207-61.8% | $12,098-52.0% | $12,270-52.7% |