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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 | $144,716 | $81,446+77.7% | $103,374+40.0% | $80,874+78.9% |
| Participation rate | 100.0% | 66.9%+33.1pp | 74.5%+25.5pp | 67.6%+32.4pp |
| Annual return | 10.93% | 25.57%-14.6pp | 24.89%-14.0pp | 35.62%-24.7pp |
| Employer contribution / active EE | $24,296 | $3,107+681.9% | $3,869+527.9% | $2,756+781.7% |
| Participant deferral / active EE | $0 | $3,870-100.0% | $5,058-100.0% | $4,297-100.0% |
| Admin fee / account holder | $903 | $6,715-86.5% | $8,394-89.2% | $6,935-87.0% |