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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 | $184,498 | $211,946-13.0% | $169,452+8.9% | $135,380+36.3% |
| Participation rate | 100.0% | 82.6%+17.4pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | 4.51% | 3.26%+1.2pp | 1.83%+2.7pp | 519.81%-515.3pp |
| Employer contribution / active EE | $15,288 | $5,117+198.8% | $4,157+267.8% | $4,779+219.9% |
| Participant deferral / active EE | $0 | $6,075-100.0% | $5,277-100.0% | $5,609-100.0% |
| Admin fee / account holder | $85,552 | $11,472+645.8% | $9,110+839.1% | $10,828+690.1% |