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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 | $125,342 | $209,336-40.1% | $197,124-36.4% | $137,256-8.7% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 19.06% | 48.09%-29.0pp | 44.34%-25.3pp | 220.34%-201.3pp |
| Employer contribution / active EE | $16,192 | $6,591+145.7% | $6,227+160.0% | $4,156+289.6% |
| Participant deferral / active EE | $0 | $9,614-100.0% | $9,135-100.0% | $6,407-100.0% |
| Admin fee / account holder | $2,585 | $17,308-85.1% | $16,298-84.1% | $12,270-78.9% |