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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 | $65,896 | $69,977-5.8% | $108,582-39.3% | $62,881+4.8% |
| Participation rate | 100.0% | 72.9%+27.1pp | 79.6%+20.4pp | 69.3%+30.7pp |
| Annual return | 5.26% | 10.73%-5.5pp | -51.70%+57.0pp | 20.14%-14.9pp |
| Employer contribution / active EE | $4,851 | $2,135+127.2% | $3,758+29.1% | $2,281+112.7% |
| Participant deferral / active EE | $0 | $3,165-100.0% | $4,311-100.0% | $3,203-100.0% |
| Admin fee / account holder | $4,710 | $5,076-7.2% | $7,645-38.4% | $4,296+9.6% |