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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 | $177,156-8.4% | $147,027+10.4% | $154,746+4.9% |
| Participation rate | 100.0% | 79.4%+20.6pp | 73.7%+26.3pp | 80.7%+19.3pp |
| Annual return | 12.35% | 21.94%-9.6pp | 20.23%-7.9pp | 172.34%-160.0pp |
| Employer contribution / active EE | $13,125 | $4,336+202.7% | $3,626+262.0% | $4,379+199.7% |
| Participant deferral / active EE | $0 | $5,797-100.0% | $4,933-100.0% | $6,730-100.0% |
| Admin fee / account holder | $718 | $14,904-95.2% | $12,223-94.1% | $14,365-95.0% |