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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 | $90,653 | $62,583+44.9% | $76,767+18.1% | $64,173+41.3% |
| Participation rate | 100.0% | 72.8%+27.2pp | 77.0%+23.0pp | 69.6%+30.4pp |
| Annual return | 5.81% | -1.95%+7.8pp | 2.43%+3.4pp | 7.63%-1.8pp |
| Employer contribution / active EE | $6,481 | $1,832+253.8% | $2,485+160.8% | $2,381+172.2% |
| Participant deferral / active EE | $0 | $3,145-100.0% | $3,852-100.0% | $3,470-100.0% |
| Admin fee / account holder | $3,927 | $4,667-15.9% | $6,675-41.2% | $4,887-19.7% |