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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 | $64,588 | $110,083-41.3% | $151,645-57.4% | $68,490-5.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 87.5%+12.5pp | 67.9%+32.1pp |
| Annual return | 7.49% | -10.12%+17.6pp | 3.34%+4.2pp | -7.85%+15.3pp |
| Employer contribution / active EE | $6,461 | $4,470+44.5% | $6,165+4.8% | $2,597+148.8% |
| Participant deferral / active EE | $0 | $6,526-100.0% | $8,363-100.0% | $4,028-100.0% |
| Admin fee / account holder | $4,184 | $7,718-45.8% | $11,614-64.0% | $5,403-22.6% |