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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 | $116,852 | $93,617+24.8% | $135,982-14.1% | $75,177+55.4% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 19.66% | 30.89%-11.2pp | 68.32%-48.7pp | 160.75%-141.1pp |
| Employer contribution / active EE | $1,226 | $3,538-65.4% | $4,859-74.8% | $2,671-54.1% |
| Participant deferral / active EE | $0 | $6,406-100.0% | $7,760-100.0% | $4,126-100.0% |
| Admin fee / account holder | $861 | $6,980-87.7% | $10,767-92.0% | $5,651-84.8% |