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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 | $136,047 | $74,879,922-99.8% | $40,145,923-99.7% | $273,972-50.3% |
| Participation rate | 100.0% | 74.1%+25.9pp | 68.4%+31.6pp | 83.0%+17.0pp |
| Annual return | 2.90% | 2.55%+0.4pp | 5.24%-2.3pp | 41.46%-38.6pp |
| Employer contribution / active EE | $3,881 | $2,350+65.2% | $1,844+110.5% | $4,869-20.3% |
| Participant deferral / active EE | $4,281 | $2,962+44.5% | $2,591+65.2% | $5,287-19.0% |
| Admin fee / account holder | $8,883 | $3,725+138.5% | $2,903+205.9% | $10,133-12.3% |