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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 | $99,145 | $54,162+83.1% | $68,612+44.5% | $64,173+54.5% |
| Participation rate | 100.0% | 68.1%+31.9pp | 72.2%+27.8pp | 69.6%+30.4pp |
| Annual return | 3.95% | -1.62%+5.6pp | -4.63%+8.6pp | 7.63%-3.7pp |
| Employer contribution / active EE | $8,127 | $1,846+340.2% | $2,625+209.6% | $2,381+241.4% |
| Participant deferral / active EE | $0 | $2,626-100.0% | $3,311-100.0% | $3,470-100.0% |
| Admin fee / account holder | $5,916 | $4,029+46.8% | $5,131+15.3% | $4,887+21.0% |