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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 | $72,791 | $127,100-42.7% | $105,738-31.2% | $135,379-46.2% |
| Participation rate | 100.0% | 82.7%+17.3pp | 76.3%+23.7pp | 82.6%+17.4pp |
| Annual return | 1.97% | 4.49%-2.5pp | 6.27%-4.3pp | 519.79%-517.8pp |
| Employer contribution / active EE | $5,255 | $4,107+28.0% | $3,268+60.8% | $4,779+10.0% |
| Participant deferral / active EE | $0 | $5,064-100.0% | $4,080-100.0% | $5,609-100.0% |
| Admin fee / account holder | $4,827 | $9,087-46.9% | $6,913-30.2% | $10,828-55.4% |