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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 | $158,774 | $201,259-21.1% | $184,200-13.8% | $145,959+8.8% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 10.70% | 28.98%-18.3pp | 28.80%-18.1pp | 561.95%-551.2pp |
| Employer contribution / active EE | $15,004 | $7,018+113.8% | $6,424+133.6% | $4,661+221.9% |
| Participant deferral / active EE | $0 | $9,806-100.0% | $9,132-100.0% | $6,689-100.0% |
| Admin fee / account holder | $5,283 | $16,372-67.7% | $13,907-62.0% | $13,398-60.6% |