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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 | $111,829 | $153,769-27.3% | $133,975-16.5% | $273,972-59.2% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 4.09% | 36.51%-32.4pp | 29.29%-25.2pp | 41.46%-37.4pp |
| Employer contribution / active EE | $16,819 | $6,029+179.0% | $5,211+222.7% | $4,869+245.4% |
| Participant deferral / active EE | $0 | $6,958-100.0% | $6,282-100.0% | $5,287-100.0% |
| Admin fee / account holder | $79,898 | $11,765+579.1% | $9,324+756.9% | $10,133+688.5% |