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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 | $217,863 | $153,769+41.7% | $133,975+62.6% | $273,972-20.5% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 5.67% | 36.51%-30.8pp | 29.29%-23.6pp | 41.46%-35.8pp |
| Employer contribution / active EE | $11,955 | $6,029+98.3% | $5,211+129.4% | $4,869+145.6% |
| Participant deferral / active EE | $0 | $6,958-100.0% | $6,282-100.0% | $5,287-100.0% |
| Admin fee / account holder | $687 | $11,765-94.2% | $9,324-92.6% | $10,133-93.2% |