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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 | $98,983 | $62,583+58.2% | $76,767+28.9% | $64,173+54.2% |
| Participation rate | 100.0% | 72.8%+27.2pp | 77.0%+23.0pp | 69.6%+30.4pp |
| Annual return | -1.02% | -1.95%+0.9pp | 2.43%-3.4pp | 7.63%-8.7pp |
| Employer contribution / active EE | $14,062 | $1,832+667.6% | $2,485+465.8% | $2,381+490.7% |
| Participant deferral / active EE | $0 | $3,145-100.0% | $3,852-100.0% | $3,470-100.0% |
| Admin fee / account holder | $3,529 | $4,667-24.4% | $6,675-47.1% | $4,887-27.8% |