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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 | $119,744 | $107,809+11.1% | $90,657+32.1% | $135,380-11.5% |
| Participation rate | 100.0% | 78.0%+22.0pp | 74.0%+26.0pp | 82.6%+17.4pp |
| Annual return | 6.91% | -0.90%+7.8pp | 1.89%+5.0pp | 519.81%-512.9pp |
| Employer contribution / active EE | $11,538 | $3,018+282.3% | $2,532+355.8% | $4,779+141.4% |
| Participant deferral / active EE | $8,561 | $3,872+121.1% | $3,424+150.0% | $5,609+52.6% |
| Admin fee / account holder | $715 | $5,931-87.9% | $4,994-85.7% | $10,828-93.4% |