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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 | $118,168 | $211,946-44.2% | $169,452-30.3% | $135,379-12.7% |
| Participation rate | 100.0% | 82.6%+17.4pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | 7.09% | 3.26%+3.8pp | 1.83%+5.3pp | 519.79%-512.7pp |
| Employer contribution / active EE | $19,183 | $5,117+274.9% | $4,157+361.5% | $4,779+301.4% |
| Participant deferral / active EE | $13,300 | $6,075+118.9% | $5,277+152.0% | $5,609+137.1% |
| Admin fee / account holder | $740 | $11,472-93.5% | $9,110-91.9% | $10,828-93.2% |