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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 | $146,926 | $110,083+33.5% | $151,639-3.1% | $68,486+114.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 87.5%+12.5pp | 67.9%+32.1pp |
| Annual return | 16.12% | -10.12%+26.2pp | 3.34%+12.8pp | -7.85%+24.0pp |
| Employer contribution / active EE | $7,856 | $4,470+75.8% | $6,165+27.4% | $2,597+202.6% |
| Participant deferral / active EE | $0 | $6,526-100.0% | $8,363-100.0% | $4,028-100.0% |
| Admin fee / account holder | $11,271 | $7,718+46.0% | $11,613-2.9% | $5,404+108.6% |