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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 | $226,353 | $88,707+155.2% | $74,184+205.1% | $273,972-17.4% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 2.58% | 11.94%-9.4pp | 17.74%-15.2pp | 41.46%-38.9pp |
| Employer contribution / active EE | $3,170 | $3,159+0.3% | $2,370+33.7% | $4,869-34.9% |
| Participant deferral / active EE | $0 | $4,212-100.0% | $3,550-100.0% | $5,287-100.0% |
| Admin fee / account holder | $1,128 | $8,717-87.1% | $5,586-79.8% | $10,133-88.9% |