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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 | $201,309 | $254,759-21.0% | $216,567-7.0% | $198,609+1.4% |
| Participation rate | 100.0% | 84.5%+15.5pp | 81.6%+18.4pp | 82.4%+17.6pp |
| Annual return | 13.87% | 10.04%+3.8pp | 12.94%+0.9pp | 202.70%-188.8pp |
| Employer contribution / active EE | $14,286 | $6,096+134.3% | $5,216+173.9% | $5,055+182.6% |
| Participant deferral / active EE | $0 | $6,948-100.0% | $6,191-100.0% | $6,977-100.0% |
| Admin fee / account holder | $47,513 | $26,311+80.6% | $21,981+116.2% | $19,030+149.7% |