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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 | $101,813 | $71,878+41.6% | $86,698+17.4% | $68,486+48.7% |
| Participation rate | 100.0% | 72.2%+27.8pp | 76.6%+23.4pp | 67.9%+32.1pp |
| Annual return | 2.53% | 3.53%-1.0pp | 35.95%-33.4pp | -7.85%+10.4pp |
| Employer contribution / active EE | $2,308 | $2,173+6.2% | $2,837-18.6% | $2,597-11.1% |
| Participant deferral / active EE | $0 | $3,779-100.0% | $4,656-100.0% | $4,028-100.0% |
| Admin fee / account holder | $2,787 | $6,113-54.4% | $7,493-62.8% | $5,404-48.4% |