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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 | $117,794 | $110,303+6.8% | $95,759+23.0% | $139,487-15.6% |
| Participation rate | 100.0% | 75.7%+24.3pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 10.19% | 27.19%-17.0pp | 28.42%-18.2pp | 373.84%-363.7pp |
| Employer contribution / active EE | $3,857 | $3,261+18.3% | $2,836+36.0% | $4,755-18.9% |
| Participant deferral / active EE | $0 | $4,674-100.0% | $4,244-100.0% | $6,713-100.0% |
| Admin fee / account holder | $943 | $6,615-85.7% | $5,678-83.4% | $11,407-91.7% |