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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 | $125,311 | $53,596+133.8% | $90,657+38.2% | $64,173+95.3% |
| Participation rate | 100.0% | 64.5%+35.5pp | 74.0%+26.0pp | 69.6%+30.4pp |
| Annual return | 4.91% | 4.41%+0.5pp | 1.89%+3.0pp | 7.63%-2.7pp |
| Employer contribution / active EE | $15,560 | $1,503+935.3% | $2,532+514.6% | $2,381+553.5% |
| Participant deferral / active EE | $0 | $2,459-100.0% | $3,424-100.0% | $3,470-100.0% |
| Admin fee / account holder | $10,462 | $3,868+170.5% | $4,994+109.5% | $4,887+114.1% |