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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 | $138,366+23.5% | $184,185-7.2% | $80,911+111.2% |
| Participation rate | 100.0% | 83.9%+16.1pp | 86.8%+13.2pp | 67.6%+32.4pp |
| Annual return | 13.13% | 20.02%-6.9pp | 28.81%-15.7pp | 35.63%-22.5pp |
| Employer contribution / active EE | $11,766 | $4,849+142.7% | $6,426+83.1% | $2,756+326.9% |
| Participant deferral / active EE | $0 | $7,074-100.0% | $9,132-100.0% | $4,297-100.0% |
| Admin fee / account holder | $15,921 | $10,484+51.9% | $13,909+14.5% | $6,935+129.6% |