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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 | $82,915 | $64,307+28.9% | $57,347+44.6% | $125,393-33.9% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 83.2%+16.8pp |
| Annual return | 1.83% | 25.14%-23.3pp | 24.40%-22.6pp | 282.23%-280.4pp |
| Employer contribution / active EE | $4,062 | $3,193+27.2% | $2,689+51.1% | $4,866-16.5% |
| Participant deferral / active EE | $0 | $3,847-100.0% | $3,162-100.0% | $5,351-100.0% |
| Admin fee / account holder | $478 | $5,242-90.9% | $3,356-85.8% | $9,541-95.0% |