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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 | $155,811 | $201,372-22.6% | $184,260-15.4% | $145,884+6.8% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 10.08% | 29.04%-19.0pp | 28.84%-18.8pp | 551.85%-541.8pp |
| Employer contribution / active EE | $7,520 | $7,024+7.1% | $6,427+17.0% | $4,662+61.3% |
| Participant deferral / active EE | $0 | $9,808-100.0% | $9,133-100.0% | $6,690-100.0% |
| Admin fee / account holder | $5,239 | $16,362-68.0% | $13,898-62.3% | $13,392-60.9% |