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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 | $155,016 | $126,661+22.4% | $113,397+36.7% | $138,895+11.6% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.5%+23.5pp | 79.9%+20.1pp |
| Annual return | 19.65% | 25.05%-5.4pp | 23.20%-3.5pp | 145.39%-125.7pp |
| Employer contribution / active EE | $14,866 | $3,456+330.1% | $2,977+399.3% | $4,194+254.4% |
| Participant deferral / active EE | $0 | $5,693-100.0% | $5,076-100.0% | $6,396-100.0% |
| Admin fee / account holder | $4,159 | $14,549-71.4% | $11,957-65.2% | $12,562-66.9% |