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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 | $104,871 | $272,150-61.5% | $271,250-61.3% | $259,158-59.5% |
| Participation rate | 100.0% | 100.0%0pp | 100.0%0pp | 95.8%+4.2pp |
| Annual return | 3.50% | 8.23%-4.7pp | 8.14%-4.6pp | 5.38%-1.9pp |
| Employer contribution / active EE | $5,342 | $26,442-79.8% | $26,869-80.1% | $22,268-76.0% |
| Participant deferral / active EE | $10,632 | $5,265+101.9% | $5,265+101.9% | $4,649+128.7% |
| Admin fee / account holder | $713 | $3,336-78.6% | $3,336-78.6% | $9,035-92.1% |