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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 | $76,255 | $62,586+21.8% | $76,766-0.7% | $64,181+18.8% |
| Participation rate | 100.0% | 72.8%+27.2pp | 77.0%+23.0pp | 69.6%+30.4pp |
| Annual return | 0.91% | -1.95%+2.9pp | 2.43%-1.5pp | 7.63%-6.7pp |
| Employer contribution / active EE | $6,938 | $1,832+278.7% | $2,485+179.2% | $2,381+191.4% |
| Participant deferral / active EE | $0 | $3,145-100.0% | $3,851-100.0% | $3,470-100.0% |
| Admin fee / account holder | $2,525 | $4,667-45.9% | $6,675-62.2% | $4,887-48.3% |