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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 | $91,835 | $54,541+68.4% | $78,778+16.6% | $70,126+31.0% |
| Participation rate | 100.0% | 60.8%+39.2pp | 69.2%+30.8pp | 69.5%+30.5pp |
| Annual return | 12.43% | 21.07%-8.6pp | 35.62%-23.2pp | 73.15%-60.7pp |
| Employer contribution / active EE | $6,034 | $1,089+454.3% | $1,986+203.9% | $2,343+157.6% |
| Participant deferral / active EE | $0 | $2,210-100.0% | $2,958-100.0% | $3,332-100.0% |
| Admin fee / account holder | $893 | $3,709-75.9% | $5,134-82.6% | $4,645-80.8% |