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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 | $151,906 | $149,778+1.4% | $118,946+27.7% | $158,966-4.4% |
| Participation rate | 100.0% | 82.1%+17.9pp | 75.4%+24.6pp | 82.0%+18.0pp |
| Annual return | 15.31% | 19.95%-4.6pp | 35.89%-20.6pp | 302.95%-287.6pp |
| Employer contribution / active EE | $7,000 | $4,117+70.0% | $3,263+114.5% | $4,762+47.0% |
| Participant deferral / active EE | $0 | $5,225-100.0% | $4,266-100.0% | $5,983-100.0% |
| Admin fee / account holder | $1,031 | $8,604-88.0% | $6,581-84.3% | $11,250-90.8% |