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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 | $147,565 | $223,823-34.1% | $211,142-30.1% | $154,746-4.6% |
| Participation rate | 100.0% | 87.9%+12.1pp | 87.3%+12.7pp | 80.7%+19.3pp |
| Annual return | 11.15% | 50.39%-39.2pp | 46.84%-35.7pp | 172.34%-161.2pp |
| Employer contribution / active EE | $8,770 | $6,787+29.2% | $6,442+36.1% | $4,379+100.3% |
| Participant deferral / active EE | $0 | $9,750-100.0% | $9,284-100.0% | $6,730-100.0% |
| Admin fee / account holder | $1,998 | $19,707-89.9% | $19,076-89.5% | $14,365-86.1% |