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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 | $193,704 | $88,707+118.4% | $74,184+161.1% | $273,972-29.3% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 5.47% | 11.94%-6.5pp | 17.74%-12.3pp | 41.46%-36.0pp |
| Employer contribution / active EE | $0 | $3,159-100.0% | $2,370-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $4,570 | $4,212+8.5% | $3,550+28.7% | $5,287-13.6% |
| Admin fee / account holder | $2,527 | $8,717-71.0% | $5,586-54.8% | $10,133-75.1% |