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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 | $209,225 | $135,956+53.9% | $123,894+68.9% | $273,972-23.6% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 11.08% | 56.63%-45.5pp | 47.52%-36.4pp | 41.46%-30.4pp |
| Employer contribution / active EE | $0 | $5,170-100.0% | $4,617-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $9,915 | $6,343+56.3% | $5,984+65.7% | $5,287+87.5% |
| Admin fee / account holder | $22,244 | $9,817+126.6% | $8,357+166.2% | $10,133+119.5% |