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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 | $61,873 | $97,020-36.2% | $83,327-25.7% | $135,380-54.3% |
| Participation rate | 100.0% | 80.4%+19.6pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | 7.14% | 12.31%-5.2pp | 10.64%-3.5pp | 519.81%-512.7pp |
| Employer contribution / active EE | $3,029 | $4,144-26.9% | $3,379-10.4% | $4,779-36.6% |
| Participant deferral / active EE | $5,966 | $5,9640% | $5,565+7.2% | $5,609+6.4% |
| Admin fee / account holder | $557 | $8,426-93.4% | $7,540-92.6% | $10,828-94.9% |