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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 | $92,121 | $64,729+42.3% | $112,263-17.9% | $68,490+34.5% |
| Participation rate | 100.0% | 67.2%+32.8pp | 75.1%+24.9pp | 67.9%+32.1pp |
| Annual return | 11.74% | -11.40%+23.1pp | 27.49%-15.8pp | -7.85%+19.6pp |
| Employer contribution / active EE | $3,874 | $2,746+41.1% | $3,636+6.5% | $2,597+49.2% |
| Participant deferral / active EE | $0 | $3,566-100.0% | $4,729-100.0% | $4,028-100.0% |
| Admin fee / account holder | $416 | $5,222-92.0% | $6,410-93.5% | $5,403-92.3% |