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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 | $83,953 | $85,790-2.1% | $67,313+24.7% | $135,379-38.0% |
| Participation rate | 95.0% | 76.5%+18.5pp | 69.1%+25.9pp | 82.6%+12.4pp |
| Annual return | 7.52% | -0.54%+8.1pp | -4.08%+11.6pp | 519.79%-512.3pp |
| Employer contribution / active EE | $3,500 | $3,487+0.4% | $2,566+36.4% | $4,779-26.8% |
| Participant deferral / active EE | $0 | $4,651-100.0% | $3,568-100.0% | $5,609-100.0% |
| Admin fee / account holder | $8,249 | $6,392+29.0% | $4,507+83.0% | $10,828-23.8% |