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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 | $58,244 | $71,873-19.0% | $86,698-32.8% | $68,490-15.0% |
| Participation rate | 100.0% | 72.2%+27.8pp | 76.6%+23.4pp | 67.9%+32.1pp |
| Annual return | 3.86% | 3.54%+0.3pp | 35.96%-32.1pp | -7.85%+11.7pp |
| Employer contribution / active EE | $6,144 | $2,173+182.7% | $2,837+116.6% | $2,597+136.6% |
| Participant deferral / active EE | $0 | $3,779-100.0% | $4,656-100.0% | $4,028-100.0% |
| Admin fee / account holder | $1,023 | $6,110-83.3% | $7,492-86.3% | $5,403-81.1% |