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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 | $101,778 | $113,941-10.7% | $94,228+8.0% | $125,388-18.8% |
| Participation rate | 100.0% | 82.9%+17.1pp | 78.8%+21.2pp | 83.2%+16.8pp |
| Annual return | 16.73% | 5.29%+11.4pp | 10.68%+6.0pp | 282.24%-265.5pp |
| Employer contribution / active EE | $1,044 | $4,727-77.9% | $3,587-70.9% | $4,866-78.5% |
| Participant deferral / active EE | $0 | $5,179-100.0% | $4,320-100.0% | $5,352-100.0% |
| Admin fee / account holder | $7,666 | $8,392-8.6% | $6,269+22.3% | $9,541-19.6% |