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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 | $127,955 | $72,388+76.8% | $111,392+14.9% | $64,173+99.4% |
| Participation rate | 100.0% | 70.5%+29.5pp | 78.9%+21.1pp | 69.6%+30.4pp |
| Annual return | 12.35% | -1.50%+13.9pp | -2.06%+14.4pp | 7.63%+4.7pp |
| Employer contribution / active EE | $3,479 | $3,000+16.0% | $4,328-19.6% | $2,381+46.1% |
| Participant deferral / active EE | $0 | $4,241-100.0% | $5,567-100.0% | $3,470-100.0% |
| Admin fee / account holder | $1,951 | $5,719-65.9% | $12,266-84.1% | $4,887-60.1% |