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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 | $187,302 | $61,660+203.8% | $80,022+134.1% | $64,173+191.9% |
| Participation rate | 100.0% | 71.7%+28.3pp | 75.8%+24.2pp | 69.6%+30.4pp |
| Annual return | 5.89% | -0.33%+6.2pp | 11.22%-5.3pp | 7.63%-1.7pp |
| Employer contribution / active EE | $10,411 | $1,810+475.0% | $2,468+321.8% | $2,381+337.3% |
| Participant deferral / active EE | $0 | $2,968-100.0% | $3,686-100.0% | $3,470-100.0% |
| Admin fee / account holder | $8,502 | $5,417+57.0% | $6,521+30.4% | $4,887+74.0% |