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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 | $201,370-21.2% | $184,256-13.8% | $145,897+8.8% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 10.70% | 29.05%-18.3pp | 28.85%-18.1pp | 552.29%-541.6pp |
| Employer contribution / active EE | $15,004 | $7,024+113.6% | $6,427+133.4% | $4,663+221.8% |
| Participant deferral / active EE | $0 | $9,808-100.0% | $9,133-100.0% | $6,689-100.0% |
| Admin fee / account holder | $5,283 | $16,364-67.7% | $13,899-62.0% | $13,390-60.5% |