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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 | $218,440 | $153,769+42.1% | $133,975+63.0% | $273,972-20.3% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 13.39% | 36.51%-23.1pp | 29.29%-15.9pp | 41.46%-28.1pp |
| Employer contribution / active EE | $11,455 | $6,029+90.0% | $5,211+119.8% | $4,869+135.3% |
| Participant deferral / active EE | $0 | $6,958-100.0% | $6,282-100.0% | $5,287-100.0% |
| Admin fee / account holder | $5,856 | $11,765-50.2% | $9,324-37.2% | $10,133-42.2% |