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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 | $131,105 | $111,814+17.3% | $103,378+26.8% | $145,978-10.2% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 11.26% | 24.80%-13.5pp | 24.91%-13.6pp | 550.52%-539.3pp |
| Employer contribution / active EE | $11,501 | $4,215+172.9% | $3,870+197.2% | $4,662+146.7% |
| Participant deferral / active EE | $0 | $5,618-100.0% | $5,058-100.0% | $6,690-100.0% |
| Admin fee / account holder | $955 | $9,764-90.2% | $8,401-88.6% | $13,400-92.9% |