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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 | $141,763 | $140,592+0.8% | $123,106+15.2% | $125,393+13.1% |
| Participation rate | 100.0% | 88.2%+11.8pp | 86.8%+13.2pp | 83.2%+16.8pp |
| Annual return | 2.40% | 16.80%-14.4pp | 13.22%-10.8pp | 282.23%-279.8pp |
| Employer contribution / active EE | $12,500 | $6,041+106.9% | $5,151+142.7% | $4,866+156.9% |
| Participant deferral / active EE | $0 | $6,980-100.0% | $6,229-100.0% | $5,351-100.0% |
| Admin fee / account holder | $190,570 | $11,198+1601.8% | $9,015+2014.0% | $9,541+1897.4% |