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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 | $82,825 | $263,064-68.5% | $33,039+150.7% | $263,064-68.5% |
| Participation rate | 100.0% | 95.8%+4.2pp | 91.8%+8.2pp | 95.8%+4.2pp |
| Annual return | 2.27% | -1.59%+3.9pp | -0.38%+2.6pp | -1.59%+3.9pp |
| Employer contribution / active EE | $2,877 | $33,160-91.3% | $2,495+15.3% | $33,160-91.3% |
| Participant deferral / active EE | $4,335 | $7,831-44.6% | $1,794+141.7% | $7,831-44.6% |
| Admin fee / account holder | $1,832 | $9,535-80.8% | $3,066-40.3% | $9,535-80.8% |