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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 | $134,110 | $113,941+17.7% | $94,229+42.3% | $125,389+7.0% |
| Participation rate | 100.0% | 82.9%+17.1pp | 78.8%+21.2pp | 83.2%+16.8pp |
| Annual return | 1.14% | 5.29%-4.1pp | 10.68%-9.5pp | 282.24%-281.1pp |
| Employer contribution / active EE | $10,000 | $4,727+111.5% | $3,587+178.8% | $4,866+105.5% |
| Participant deferral / active EE | $0 | $5,179-100.0% | $4,320-100.0% | $5,352-100.0% |
| Admin fee / account holder | $1,194 | $8,392-85.8% | $6,269-81.0% | $9,541-87.5% |