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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 | $54,030 | $88,583-39.0% | $88,497-38.9% | $273,972-80.3% |
| Participation rate | 100.0% | 83.5%+16.5pp | 82.4%+17.6pp | 83.0%+17.0pp |
| Annual return | 7.70% | 5.68%+2.0pp | 7.63%+0.1pp | 41.46%-33.8pp |
| Employer contribution / active EE | $6,584 | $4,502+46.2% | $4,036+63.1% | $4,869+35.2% |
| Participant deferral / active EE | $0 | $4,891-100.0% | $4,899-100.0% | $5,287-100.0% |
| Admin fee / account holder | $2,213 | $8,980-75.4% | $6,220-64.4% | $10,133-78.2% |