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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 | $71,334 | $65,712+8.6% | $57,196+24.7% | $273,972-74.0% |
| Participation rate | 100.0% | 78.3%+21.7pp | 75.3%+24.7pp | 83.0%+17.0pp |
| Annual return | 4.16% | 22.01%-17.8pp | 14.59%-10.4pp | 41.46%-37.3pp |
| Employer contribution / active EE | $5,134 | $3,280+56.5% | $2,683+91.4% | $4,869+5.5% |
| Participant deferral / active EE | $0 | $3,782-100.0% | $3,096-100.0% | $5,287-100.0% |
| Admin fee / account holder | $13,465 | $4,838+178.3% | $3,141+328.7% | $10,133+32.9% |