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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 | $117,561 | $58,512+100.9% | $84,020+39.9% | $72,983+61.1% |
| Participation rate | 100.0% | 61.2%+38.8pp | 69.0%+31.0pp | 69.5%+30.5pp |
| Annual return | 17.33% | 28.93%-11.6pp | 71.31%-54.0pp | 81.01%-63.7pp |
| Employer contribution / active EE | $7,180 | $1,163+517.4% | $1,984+262.0% | $2,440+194.3% |
| Participant deferral / active EE | $0 | $2,394-100.0% | $3,239-100.0% | $3,608-100.0% |
| Admin fee / account holder | $904 | $4,569-80.2% | $6,101-85.2% | $5,124-82.4% |