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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 | $117,072 | $62,583+87.1% | $76,767+52.5% | $64,173+82.4% |
| Participation rate | 100.0% | 72.8%+27.2pp | 77.0%+23.0pp | 69.6%+30.4pp |
| Annual return | 22.63% | -1.95%+24.6pp | 2.43%+20.2pp | 7.63%+15.0pp |
| Employer contribution / active EE | $1,378 | $1,832-24.8% | $2,485-44.6% | $2,381-42.1% |
| Participant deferral / active EE | $0 | $3,145-100.0% | $3,852-100.0% | $3,470-100.0% |
| Admin fee / account holder | $1,022 | $4,667-78.1% | $6,675-84.7% | $4,887-79.1% |