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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 | $108,560 | $61,660+76.1% | $80,022+35.7% | $64,181+69.1% |
| Participation rate | 100.0% | 71.7%+28.3pp | 75.8%+24.2pp | 69.6%+30.4pp |
| Annual return | -5.57% | -0.33%-5.2pp | 11.22%-16.8pp | 7.63%-13.2pp |
| Employer contribution / active EE | $7,143 | $1,810+294.5% | $2,468+189.4% | $2,381+200.0% |
| Participant deferral / active EE | $0 | $2,968-100.0% | $3,686-100.0% | $3,470-100.0% |
| Admin fee / account holder | $3,358 | $5,417-38.0% | $6,521-48.5% | $4,887-31.3% |