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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 | $150,173 | $149,679+0.3% | $117,039+28.3% | $147,586+1.8% |
| Participation rate | 100.0% | 83.5%+16.5pp | 77.2%+22.8pp | 82.8%+17.2pp |
| Annual return | 10.03% | 19.31%-9.3pp | 18.95%-8.9pp | 578.59%-568.6pp |
| Employer contribution / active EE | $6,820 | $4,937+38.2% | $3,785+80.2% | $4,876+39.9% |
| Participant deferral / active EE | $0 | $4,912-100.0% | $3,929-100.0% | $5,439-100.0% |
| Admin fee / account holder | $2,008 | $7,856-74.4% | $5,974-66.4% | $10,886-81.6% |