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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 | $184,897 | $177,156+4.4% | $147,027+25.8% | $154,746+19.5% |
| Participation rate | 100.0% | 79.4%+20.6pp | 73.7%+26.3pp | 80.7%+19.3pp |
| Annual return | 8.54% | 21.94%-13.4pp | 20.23%-11.7pp | 172.34%-163.8pp |
| Employer contribution / active EE | $6,178 | $4,336+42.5% | $3,626+70.4% | $4,379+41.1% |
| Participant deferral / active EE | $0 | $5,797-100.0% | $4,933-100.0% | $6,730-100.0% |
| Admin fee / account holder | $44,491 | $14,904+198.5% | $12,223+264.0% | $14,365+209.7% |