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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 | $84,228 | $61,660+36.6% | $80,022+5.3% | $64,173+31.3% |
| Participation rate | 100.0% | 71.7%+28.3pp | 75.8%+24.2pp | 69.6%+30.4pp |
| Annual return | -3.17% | -0.33%-2.8pp | 11.22%-14.4pp | 7.63%-10.8pp |
| Employer contribution / active EE | $6,577 | $1,810+263.3% | $2,468+166.5% | $2,381+176.3% |
| Participant deferral / active EE | $0 | $2,968-100.0% | $3,686-100.0% | $3,470-100.0% |
| Admin fee / account holder | $1,849 | $5,417-65.9% | $6,521-71.6% | $4,887-62.2% |