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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 | $174,095 | $220,997-21.2% | $361,282-51.8% | $220,997-21.2% |
| Participation rate | 100.0% | 93.2%+6.8pp | 100.0%0pp | 93.2%+6.8pp |
| Annual return | 17.55% | 7.75%+9.8pp | 2.29%+15.3pp | 7.75%+9.8pp |
| Employer contribution / active EE | $5,589 | $18,615-70.0% | $36,285-84.6% | $18,615-70.0% |
| Participant deferral / active EE | $15,112 | $9,671+56.3% | $8,283+82.5% | $9,671+56.3% |
| Admin fee / account holder | $4,023 | $66,349-93.9% | $444,155-99.1% | $66,349-93.9% |