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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 | $115,354 | $113,941+1.2% | $94,229+22.4% | $125,389-8.0% |
| Participation rate | 100.0% | 82.9%+17.1pp | 78.8%+21.2pp | 83.2%+16.8pp |
| Annual return | 13.95% | 5.29%+8.7pp | 10.68%+3.3pp | 282.24%-268.3pp |
| Employer contribution / active EE | $1,481 | $4,727-68.7% | $3,587-58.7% | $4,866-69.6% |
| Participant deferral / active EE | $0 | $5,179-100.0% | $4,320-100.0% | $5,352-100.0% |
| Admin fee / account holder | $315 | $8,392-96.2% | $6,269-95.0% | $9,541-96.7% |