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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 | $129,478 | $111,814+15.8% | $103,378+25.2% | $145,978-11.3% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 20.66% | 24.80%-4.1pp | 24.91%-4.3pp | 550.52%-529.9pp |
| Employer contribution / active EE | $6,267 | $4,215+48.7% | $3,870+61.9% | $4,662+34.4% |
| Participant deferral / active EE | $0 | $5,618-100.0% | $5,058-100.0% | $6,690-100.0% |
| Admin fee / account holder | $13,567 | $9,764+39.0% | $8,401+61.5% | $13,400+1.2% |