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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 | $67,815 | $49,280+37.6% | $67,313+0.7% | $64,173+5.7% |
| Participation rate | 100.0% | 60.8%+39.2pp | 69.1%+30.9pp | 69.6%+30.4pp |
| Annual return | 21.52% | -1.39%+22.9pp | -4.08%+25.6pp | 7.63%+13.9pp |
| Employer contribution / active EE | $4,931 | $1,668+195.5% | $2,566+92.2% | $2,381+107.1% |
| Participant deferral / active EE | $0 | $2,484-100.0% | $3,568-100.0% | $3,470-100.0% |
| Admin fee / account holder | $2,237 | $3,863-42.1% | $4,507-50.4% | $4,887-54.2% |