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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 | $89,079 | $135,905-34.5% | $126,068-29.3% | $198,609-55.1% |
| Participation rate | 100.0% | 85.6%+14.4pp | 84.7%+15.3pp | 82.4%+17.6pp |
| Annual return | 10.26% | 14.07%-3.8pp | 15.01%-4.7pp | 202.70%-192.4pp |
| Employer contribution / active EE | $7,059 | $4,245+66.3% | $3,968+77.9% | $5,055+39.6% |
| Participant deferral / active EE | $0 | $8,523-100.0% | $8,214-100.0% | $6,977-100.0% |
| Admin fee / account holder | $1,246 | $21,036-94.1% | $18,264-93.2% | $19,030-93.5% |