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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 | $154,603 | $124,980+23.7% | $108,359+42.7% | $154,746-0.1% |
| Participation rate | 88.2% | 75.2%+13.1pp | 70.1%+18.1pp | 80.7%+7.5pp |
| Annual return | 9.57% | 45.00%-35.4pp | 36.89%-27.3pp | 172.34%-162.8pp |
| Employer contribution / active EE | $10,294 | $2,851+261.1% | $2,399+329.0% | $4,379+135.1% |
| Participant deferral / active EE | $0 | $4,743-100.0% | $4,137-100.0% | $6,730-100.0% |
| Admin fee / account holder | $13,590 | $11,502+18.2% | $9,741+39.5% | $14,365-5.4% |