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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 | $162,275 | $161,352+0.6% | $134,172+20.9% | $137,256+18.2% |
| Participation rate | 100.0% | 78.3%+21.7pp | 72.5%+27.5pp | 80.0%+20.0pp |
| Annual return | 12.35% | 28.72%-16.4pp | 25.30%-12.9pp | 220.34%-208.0pp |
| Employer contribution / active EE | $13,125 | $4,099+220.2% | $3,420+283.8% | $4,156+215.8% |
| Participant deferral / active EE | $0 | $5,552-100.0% | $4,690-100.0% | $6,407-100.0% |
| Admin fee / account holder | $718 | $15,028-95.2% | $12,016-94.0% | $12,270-94.1% |