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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 | $142,219 | $117,846+20.7% | $102,434+38.8% | $145,884-2.5% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 9.30% | 31.90%-22.6pp | 29.46%-20.2pp | 551.85%-542.5pp |
| Employer contribution / active EE | $3,263 | $3,615-9.7% | $3,023+7.9% | $4,662-30.0% |
| Participant deferral / active EE | $0 | $5,733-100.0% | $5,055-100.0% | $6,690-100.0% |
| Admin fee / account holder | $846 | $13,356-93.7% | $9,462-91.1% | $13,392-93.7% |