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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 | $89,824 | $56,484+59.0% | $169,452-47.0% | $64,173+40.0% |
| Participation rate | 100.0% | 64.5%+35.5pp | 77.8%+22.2pp | 69.6%+30.4pp |
| Annual return | 6.96% | -1.55%+8.5pp | 1.83%+5.1pp | 7.63%-0.7pp |
| Employer contribution / active EE | $13,613 | $1,832+642.9% | $4,157+227.5% | $2,381+471.8% |
| Participant deferral / active EE | $0 | $3,448-100.0% | $5,277-100.0% | $3,470-100.0% |
| Admin fee / account holder | $14,731 | $4,174+252.9% | $9,110+61.7% | $4,887+201.4% |