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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 | $68,508 | $69,541-1.5% | $59,899+14.4% | $135,380-49.4% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.7%+25.3pp | 82.6%+17.4pp |
| Annual return | 8.03% | 7.95%+0.1pp | 3.46%+4.6pp | 519.81%-511.8pp |
| Employer contribution / active EE | $0 | $3,236-100.0% | $2,723-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $4,267 | $4,206+1.4% | $3,402+25.4% | $5,609-23.9% |
| Admin fee / account holder | $833 | $5,737-85.5% | $3,592-76.8% | $10,828-92.3% |