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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 | $109,791 | $240,714-54.4% | $189,801-42.2% | $240,714-54.4% |
| Participation rate | 100.0% | 91.7%+8.3pp | 99.4%+0.6pp | 91.7%+8.3pp |
| Annual return | 16.38% | 6.51%+9.9pp | 14.16%+2.2pp | 6.51%+9.9pp |
| Employer contribution / active EE | $5,626 | $13,526-58.4% | $5,416+3.9% | $13,526-58.4% |
| Participant deferral / active EE | $3,376 | $9,348-63.9% | $10,153-66.8% | $9,348-63.9% |
| Admin fee / account holder | $1,536 | $100,511-98.5% | $1,634-6.0% | $100,511-98.5% |