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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 | $216,460 | $167,415+29.3% | $140,514+54.0% | $198,609+9.0% |
| Participation rate | 100.0% | 80.9%+19.1pp | 77.8%+22.2pp | 82.4%+17.6pp |
| Annual return | 14.35% | 13.85%+0.5pp | 14.36%0pp | 202.70%-188.4pp |
| Employer contribution / active EE | $11,493 | $4,088+181.2% | $3,378+240.2% | $5,055+127.4% |
| Participant deferral / active EE | $0 | $5,579-100.0% | $4,919-100.0% | $6,977-100.0% |
| Admin fee / account holder | $4,762 | $16,730-71.5% | $13,697-65.2% | $19,030-75.0% |