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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 | $87,363 | $69,541+25.6% | $59,899+45.9% | $135,380-35.5% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.7%+25.3pp | 82.6%+17.4pp |
| Annual return | 3.46% | 7.95%-4.5pp | 3.46%0pp | 519.81%-516.3pp |
| Employer contribution / active EE | $4,695 | $3,236+45.1% | $2,723+72.4% | $4,779-1.8% |
| Participant deferral / active EE | $4,753 | $4,206+13.0% | $3,402+39.7% | $5,609-15.3% |
| Admin fee / account holder | $7,585 | $5,737+32.2% | $3,592+111.2% | $10,828-30.0% |