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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 | $244,836 | $123,898+97.6% | $116,538+110.1% | $155,188+57.8% |
| Participation rate | 100.0% | 83.7%+16.3pp | 82.6%+17.4pp | 80.8%+19.2pp |
| Annual return | 8.09% | 16.04%-7.9pp | 17.97%-9.9pp | 148.84%-140.7pp |
| Employer contribution / active EE | $18,396 | $4,739+288.2% | $4,541+305.1% | $4,248+333.1% |
| Participant deferral / active EE | $0 | $6,400-100.0% | $6,207-100.0% | $6,531-100.0% |
| Admin fee / account holder | $1,074 | $9,174-88.3% | $8,737-87.7% | $14,480-92.6% |