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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 | $142,856 | $110,379+29.4% | $102,412+39.5% | $145,884-2.1% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 11.26% | 24.84%-13.6pp | 24.94%-13.7pp | 551.85%-540.6pp |
| Employer contribution / active EE | $13,622 | $4,216+223.1% | $3,870+252.0% | $4,662+192.2% |
| Participant deferral / active EE | $0 | $5,622-100.0% | $5,060-100.0% | $6,690-100.0% |
| Admin fee / account holder | $18,430 | $9,745+89.1% | $8,388+119.7% | $13,392+37.6% |