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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 | $65,562 | $43,344+51.3% | $59,899+9.5% | $64,173+2.2% |
| Participation rate | 100.0% | 69.2%+30.8pp | 74.7%+25.3pp | 69.6%+30.4pp |
| Annual return | 2.43% | -1.55%+4.0pp | 3.46%-1.0pp | 7.63%-5.2pp |
| Employer contribution / active EE | $0 | $2,030-100.0% | $2,723-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $8,013 | $2,547+214.6% | $3,402+135.5% | $3,470+131.0% |
| Admin fee / account holder | $3,814 | $3,008+26.8% | $3,592+6.2% | $4,887-22.0% |