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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 | $170,899 | $138,393+23.5% | $184,256-7.2% | $80,959+111.1% |
| Participation rate | 100.0% | 83.9%+16.1pp | 86.8%+13.2pp | 67.7%+32.3pp |
| Annual return | 13.13% | 20.01%-6.9pp | 28.85%-15.7pp | 35.67%-22.5pp |
| Employer contribution / active EE | $11,766 | $4,847+142.7% | $6,427+83.1% | $2,757+326.7% |
| Participant deferral / active EE | $0 | $7,076-100.0% | $9,133-100.0% | $4,300-100.0% |
| Admin fee / account holder | $15,921 | $10,489+51.8% | $13,899+14.5% | $6,925+129.9% |