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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 | $64,895 | $77,816-16.6% | $123,549-47.5% | $64,181+1.1% |
| Participation rate | 100.0% | 74.7%+25.3pp | 82.3%+17.7pp | 69.6%+30.4pp |
| Annual return | 5.60% | 12.49%-6.9pp | 119.20%-113.6pp | 7.63%-2.0pp |
| Employer contribution / active EE | $3,504 | $3,014+16.3% | $4,628-24.3% | $2,381+47.2% |
| Participant deferral / active EE | $0 | $5,240-100.0% | $6,426-100.0% | $3,470-100.0% |
| Admin fee / account holder | $3,223 | $5,519-41.6% | $9,284-65.3% | $4,887-34.1% |