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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 | $70,932 | $49,025+44.7% | $87,502-18.9% | $62,881+12.8% |
| Participation rate | 100.0% | 64.9%+35.1pp | 73.8%+26.2pp | 69.3%+30.7pp |
| Annual return | 5.68% | 10.02%-4.3pp | 12.21%-6.5pp | 20.14%-14.5pp |
| Employer contribution / active EE | $7,143 | $1,372+420.7% | $2,550+180.1% | $2,281+213.2% |
| Participant deferral / active EE | $0 | $2,289-100.0% | $3,149-100.0% | $3,203-100.0% |
| Admin fee / account holder | $28,906 | $4,065+611.0% | $4,221+584.9% | $4,296+572.9% |