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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 | $207,416 | $167,362+23.9% | $143,799+44.2% | $134,532+54.2% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | 3.67% | 0.47%+3.2pp | -0.04%+3.7pp | 418.27%-414.6pp |
| Employer contribution / active EE | $1,402 | $5,620-75.1% | $4,952-71.7% | $4,741-70.4% |
| Participant deferral / active EE | $0 | $6,447-100.0% | $5,638-100.0% | $6,401-100.0% |
| Admin fee / account holder | $1,709 | $18,094-90.6% | $14,677-88.4% | $11,429-85.0% |