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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 | $213,314 | $56,484+277.7% | $169,452+25.9% | $64,173+232.4% |
| Participation rate | 100.0% | 64.5%+35.5pp | 77.8%+22.2pp | 69.6%+30.4pp |
| Annual return | 2.49% | -1.55%+4.0pp | 1.83%+0.7pp | 7.63%-5.1pp |
| Employer contribution / active EE | $3,490 | $1,832+90.4% | $4,157-16.1% | $2,381+46.6% |
| Participant deferral / active EE | $0 | $3,448-100.0% | $5,277-100.0% | $3,470-100.0% |
| Admin fee / account holder | $3,906 | $4,174-6.4% | $9,110-57.1% | $4,887-20.1% |