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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 | $176,076 | $211,946-16.9% | $169,452+3.9% | $135,379+30.1% |
| Participation rate | 100.0% | 82.6%+17.4pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | 7.45% | 3.26%+4.2pp | 1.83%+5.6pp | 519.79%-512.3pp |
| Employer contribution / active EE | $700 | $5,117-86.3% | $4,157-83.2% | $4,779-85.4% |
| Participant deferral / active EE | $0 | $6,075-100.0% | $5,277-100.0% | $5,609-100.0% |
| Admin fee / account holder | $14,928 | $11,472+30.1% | $9,110+63.9% | $10,828+37.9% |