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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 | $109,995 | $92,219+19.3% | $76,767+43.3% | $135,380-18.8% |
| Participation rate | 100.0% | 79.8%+20.2pp | 77.0%+23.0pp | 82.6%+17.4pp |
| Annual return | 2.68% | 5.46%-2.8pp | 2.43%+0.3pp | 519.81%-517.1pp |
| Employer contribution / active EE | $7,353 | $3,216+128.6% | $2,485+195.9% | $4,779+53.9% |
| Participant deferral / active EE | $0 | $4,508-100.0% | $3,852-100.0% | $5,609-100.0% |
| Admin fee / account holder | $1,372 | $10,749-87.2% | $6,675-79.5% | $10,828-87.3% |