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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 | $72,663 | $93,346-22.2% | $71,796+1.2% | $273,972-73.5% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.1%+30.9pp | 83.0%+17.0pp |
| Annual return | 8.17% | 130.39%-122.2pp | 78.04%-69.9pp | 41.46%-33.3pp |
| Employer contribution / active EE | $4,762 | $2,733+74.2% | $1,924+147.4% | $4,869-2.2% |
| Participant deferral / active EE | $0 | $3,475-100.0% | $2,794-100.0% | $5,287-100.0% |
| Admin fee / account holder | $5,661 | $6,571-13.8% | $4,815+17.6% | $10,133-44.1% |