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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 | $136,843 | $88,707+54.3% | $74,184+84.5% | $273,972-50.1% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 2.38% | 11.94%-9.6pp | 17.74%-15.4pp | 41.46%-39.1pp |
| Employer contribution / active EE | $5,404 | $3,159+71.0% | $2,370+128.0% | $4,869+11.0% |
| Participant deferral / active EE | $0 | $4,212-100.0% | $3,550-100.0% | $5,287-100.0% |
| Admin fee / account holder | $9,000 | $8,717+3.2% | $5,586+61.1% | $10,133-11.2% |