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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 | $124,595 | $167,352-25.5% | $143,788-13.3% | $134,509-7.4% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | 5.51% | 0.47%+5.0pp | -0.03%+5.5pp | 418.13%-412.6pp |
| Employer contribution / active EE | $11,757 | $5,620+109.2% | $4,952+137.4% | $4,741+148.0% |
| Participant deferral / active EE | $0 | $6,447-100.0% | $5,638-100.0% | $6,400-100.0% |
| Admin fee / account holder | $1,164 | $18,091-93.6% | $14,675-92.1% | $11,427-89.8% |