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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 | $151,637 | $153,769-1.4% | $133,975+13.2% | $273,972-44.7% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 15.89% | 36.51%-20.6pp | 29.29%-13.4pp | 41.46%-25.6pp |
| Employer contribution / active EE | $10,286 | $6,029+70.6% | $5,211+97.4% | $4,869+111.3% |
| Participant deferral / active EE | $0 | $6,958-100.0% | $6,282-100.0% | $5,287-100.0% |
| Admin fee / account holder | $1,509 | $11,765-87.2% | $9,324-83.8% | $10,133-85.1% |