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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 | $162,633 | $87,733+85.4% | $106,554+52.6% | $85,851+89.4% |
| Participation rate | 100.0% | 71.9%+28.1pp | 76.1%+23.9pp | 69.3%+30.7pp |
| Annual return | 15.46% | 21.86%-6.4pp | 26.80%-11.3pp | 318.63%-303.2pp |
| Employer contribution / active EE | $9,836 | $2,073+374.5% | $2,819+248.9% | $2,565+283.4% |
| Participant deferral / active EE | $0 | $3,469-100.0% | $4,398-100.0% | $3,952-100.0% |
| Admin fee / account holder | $5,956 | $6,767-12.0% | $7,408-19.6% | $6,261-4.9% |