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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 | $242,039 | $167,362+44.6% | $143,799+68.3% | $134,532+79.9% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | 6.16% | 0.47%+5.7pp | -0.04%+6.2pp | 418.27%-412.1pp |
| Employer contribution / active EE | $8,018 | $5,620+42.6% | $4,952+61.9% | $4,741+69.1% |
| Participant deferral / active EE | $0 | $6,447-100.0% | $5,638-100.0% | $6,401-100.0% |
| Admin fee / account holder | $14,630 | $18,094-19.1% | $14,677-0.3% | $11,429+28.0% |