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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 | $137,641 | $199,109-30.9% | $173,730-20.8% | $154,746-11.1% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.6%+20.4pp | 80.7%+19.3pp |
| Annual return | 32.29% | 20.02%+12.3pp | 19.96%+12.3pp | 172.34%-140.0pp |
| Employer contribution / active EE | $4,291 | $5,311-19.2% | $4,577-6.3% | $4,379-2.0% |
| Participant deferral / active EE | $0 | $7,113-100.0% | $6,326-100.0% | $6,730-100.0% |
| Admin fee / account holder | $60,892 | $20,916+191.1% | $17,523+247.5% | $14,365+323.9% |