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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 | $136,603 | $62,583+118.3% | $76,767+77.9% | $64,173+112.9% |
| Participation rate | 100.0% | 72.8%+27.2pp | 77.0%+23.0pp | 69.6%+30.4pp |
| Annual return | 12.31% | -1.95%+14.3pp | 2.43%+9.9pp | 7.63%+4.7pp |
| Employer contribution / active EE | $16,904 | $1,832+822.7% | $2,485+580.2% | $2,381+610.0% |
| Participant deferral / active EE | $0 | $3,145-100.0% | $3,852-100.0% | $3,470-100.0% |
| Admin fee / account holder | $6,057 | $4,667+29.8% | $6,675-9.3% | $4,887+23.9% |