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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 | $154,222 | $228,395-32.5% | $185,861-17.0% | $158,982-3.0% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | 12.09% | 40.82%-28.7pp | 35.96%-23.9pp | 302.99%-290.9pp |
| Employer contribution / active EE | $10,209 | $4,968+105.5% | $4,088+149.7% | $4,763+114.3% |
| Participant deferral / active EE | $0 | $6,417-100.0% | $5,634-100.0% | $5,983-100.0% |
| Admin fee / account holder | $874 | $11,869-92.6% | $9,503-90.8% | $11,252-92.2% |