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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 | $224,873 | $53,596+319.6% | $90,657+148.0% | $64,173+250.4% |
| Participation rate | 100.0% | 64.5%+35.5pp | 74.0%+26.0pp | 69.6%+30.4pp |
| Annual return | 2.19% | 4.41%-2.2pp | 1.89%+0.3pp | 7.63%-5.4pp |
| Employer contribution / active EE | $6,694 | $1,503+345.4% | $2,532+164.4% | $2,381+181.1% |
| Participant deferral / active EE | $0 | $2,459-100.0% | $3,424-100.0% | $3,470-100.0% |
| Admin fee / account holder | $3,578 | $3,868-7.5% | $4,994-28.4% | $4,887-26.8% |