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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 | $89,150 | $65,704+35.7% | $94,229-5.4% | $59,633+49.5% |
| Participation rate | 100.0% | 72.1%+27.9pp | 78.8%+21.2pp | 68.7%+31.3pp |
| Annual return | 6.85% | 5.22%+1.6pp | 10.68%-3.8pp | 2041.45%-2034.6pp |
| Employer contribution / active EE | $2,868 | $2,021+41.9% | $3,587-20.1% | $2,203+30.2% |
| Participant deferral / active EE | $0 | $3,143-100.0% | $4,320-100.0% | $3,192-100.0% |
| Admin fee / account holder | $1,491 | $4,265-65.0% | $6,269-76.2% | $4,297-65.3% |