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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 | $169,145 | $254,759-33.6% | $216,567-21.9% | $198,609-14.8% |
| Participation rate | 100.0% | 84.5%+15.5pp | 81.6%+18.4pp | 82.4%+17.6pp |
| Annual return | 11.29% | 10.04%+1.2pp | 12.94%-1.7pp | 202.70%-191.4pp |
| Employer contribution / active EE | $10,185 | $6,096+67.1% | $5,216+95.3% | $5,055+101.5% |
| Participant deferral / active EE | $0 | $6,948-100.0% | $6,191-100.0% | $6,977-100.0% |
| Admin fee / account holder | $1,181 | $26,311-95.5% | $21,981-94.6% | $19,030-93.8% |