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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 | $120,448 | $69,541+73.2% | $59,899+101.1% | $135,380-11.0% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.7%+25.3pp | 82.6%+17.4pp |
| Annual return | 6.20% | 7.95%-1.7pp | 3.46%+2.7pp | 519.81%-513.6pp |
| Employer contribution / active EE | $0 | $3,236-100.0% | $2,723-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $3,500 | $4,206-16.8% | $3,402+2.9% | $5,609-37.6% |
| Admin fee / account holder | $3,341 | $5,737-41.8% | $3,592-7.0% | $10,828-69.1% |