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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 | $201,344-21.1% | $184,243-13.8% | $145,877+8.8% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 10.70% | 29.01%-18.3pp | 28.82%-18.1pp | 551.28%-540.6pp |
| Employer contribution / active EE | $15,004 | $7,022+113.7% | $6,427+133.5% | $4,663+221.8% |
| Participant deferral / active EE | $0 | $9,807-100.0% | $9,132-100.0% | $6,691-100.0% |
| Admin fee / account holder | $5,283 | $16,382-67.8% | $13,914-62.0% | $13,402-60.6% |