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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 | $69,690 | $92,219-24.4% | $76,766-9.2% | $135,382-48.5% |
| Participation rate | 100.0% | 79.8%+20.2pp | 77.0%+23.0pp | 82.6%+17.4pp |
| Annual return | 4.79% | 5.46%-0.7pp | 2.43%+2.4pp | 519.77%-515.0pp |
| Employer contribution / active EE | $1,951 | $3,216-39.3% | $2,485-21.5% | $4,779-59.2% |
| Participant deferral / active EE | $3,453 | $4,508-23.4% | $3,851-10.3% | $5,609-38.4% |
| Admin fee / account holder | $936 | $10,749-91.3% | $6,675-86.0% | $10,829-91.4% |