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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 | $107,432 | $127,100-15.5% | $105,738+1.6% | $135,379-20.6% |
| Participation rate | 100.0% | 82.7%+17.3pp | 76.3%+23.7pp | 82.6%+17.4pp |
| Annual return | 0.44% | 4.49%-4.1pp | 6.27%-5.8pp | 519.79%-519.3pp |
| Employer contribution / active EE | $6,491 | $4,107+58.0% | $3,268+98.6% | $4,779+35.8% |
| Participant deferral / active EE | $0 | $5,064-100.0% | $4,080-100.0% | $5,609-100.0% |
| Admin fee / account holder | $4,941 | $9,087-45.6% | $6,913-28.5% | $10,828-54.4% |