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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 | $84,445 | $56,339+49.9% | $104,299-19.0% | $68,490+23.3% |
| Participation rate | 100.0% | 63.3%+36.7pp | 73.3%+26.7pp | 67.9%+32.1pp |
| Annual return | 8.57% | -9.19%+17.8pp | 24.62%-16.0pp | -7.85%+16.4pp |
| Employer contribution / active EE | $5,697 | $1,960+190.6% | $3,373+68.9% | $2,597+119.4% |
| Participant deferral / active EE | $0 | $3,077-100.0% | $4,626-100.0% | $4,028-100.0% |
| Admin fee / account holder | $3,545 | $4,902-27.7% | $7,339-51.7% | $5,403-34.4% |