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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 | $45,380 | $95,188-52.3% | $76,518-40.7% | $135,379-66.5% |
| Participation rate | 100.0% | 74.4%+25.6pp | 68.0%+32.0pp | 82.6%+17.4pp |
| Annual return | 5.95% | 4.85%+1.1pp | -0.27%+6.2pp | 519.79%-513.8pp |
| Employer contribution / active EE | $3,765 | $3,303+14.0% | $2,647+42.2% | $4,779-21.2% |
| Participant deferral / active EE | $7,646 | $4,640+64.8% | $3,836+99.3% | $5,609+36.3% |
| Admin fee / account holder | $42,340 | $6,249+577.5% | $4,849+773.3% | $10,828+291.0% |