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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 | $104,822 | $110,083-4.8% | $151,645-30.9% | $68,490+53.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 87.5%+12.5pp | 67.9%+32.1pp |
| Annual return | 6.19% | -10.12%+16.3pp | 3.34%+2.9pp | -7.85%+14.0pp |
| Employer contribution / active EE | $4,839 | $4,470+8.2% | $6,165-21.5% | $2,597+86.3% |
| Participant deferral / active EE | $0 | $6,526-100.0% | $8,363-100.0% | $4,028-100.0% |
| Admin fee / account holder | $323 | $7,718-95.8% | $11,614-97.2% | $5,403-94.0% |