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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 | $156,616-1.3% | $133,346+15.9% | $198,609-22.2% |
| Participation rate | 88.2% | 77.7%+10.5pp | 72.8%+15.4pp | 82.4%+5.9pp |
| Annual return | 9.57% | 44.25%-34.7pp | 36.85%-27.3pp | 202.70%-193.1pp |
| Employer contribution / active EE | $10,294 | $3,368+205.6% | $2,853+260.8% | $5,055+103.6% |
| Participant deferral / active EE | $0 | $4,920-100.0% | $4,332-100.0% | $6,977-100.0% |
| Admin fee / account holder | $13,590 | $17,468-22.2% | $14,264-4.7% | $19,030-28.6% |