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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 | $155,778 | $50,947+205.8% | $74,551+109.0% | $64,173+142.7% |
| Participation rate | 100.0% | 61.1%+38.9pp | 69.1%+30.9pp | 69.6%+30.4pp |
| Annual return | 5.16% | -1.85%+7.0pp | 32.53%-27.4pp | 7.63%-2.5pp |
| Employer contribution / active EE | $5,878 | $1,115+427.0% | $1,961+199.7% | $2,381+146.9% |
| Participant deferral / active EE | $0 | $2,302-100.0% | $3,108-100.0% | $3,470-100.0% |
| Admin fee / account holder | $3,382 | $4,221-19.9% | $5,059-33.2% | $4,887-30.8% |