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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 | $156,443 | $61,660+153.7% | $80,022+95.5% | $64,173+143.8% |
| Participation rate | 100.0% | 71.7%+28.3pp | 75.8%+24.2pp | 69.6%+30.4pp |
| Annual return | 3.19% | -0.33%+3.5pp | 11.22%-8.0pp | 7.63%-4.4pp |
| Employer contribution / active EE | $9,615 | $1,810+431.1% | $2,468+289.6% | $2,381+303.9% |
| Participant deferral / active EE | $0 | $2,968-100.0% | $3,686-100.0% | $3,470-100.0% |
| Admin fee / account holder | $3,807 | $5,417-29.7% | $6,521-41.6% | $4,887-22.1% |