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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 | $62,505 | $52,836+18.3% | $105,736-40.9% | $64,173-2.6% |
| Participation rate | 100.0% | 66.5%+33.5pp | 76.3%+23.7pp | 69.6%+30.4pp |
| Annual return | 3.18% | 14.30%-11.1pp | 6.27%-3.1pp | 7.63%-4.5pp |
| Employer contribution / active EE | $5,796 | $1,827+217.3% | $3,268+77.4% | $2,381+143.5% |
| Participant deferral / active EE | $0 | $2,545-100.0% | $4,080-100.0% | $3,470-100.0% |
| Admin fee / account holder | $4,968 | $3,959+25.5% | $6,913-28.1% | $4,887+1.7% |