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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 | $110,625 | $282,363-60.8% | $129,129-14.3% | $282,363-60.8% |
| Participation rate | 100.0% | 81.3%+18.7pp | 80.0%+20.0pp | 81.3%+18.7pp |
| Annual return | 10.79% | 12.99%-2.2pp | 10.01%+0.8pp | 12.99%-2.2pp |
| Employer contribution / active EE | $1,919 | $11,682-83.6% | $2,123-9.6% | $11,682-83.6% |
| Participant deferral / active EE | $3,143 | $6,051-48.1% | $5,857-46.3% | $6,051-48.1% |
| Admin fee / account holder | $7,907 | $27,645-71.4% | $3,024+161.4% | $27,645-71.4% |