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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 | $31,605 | $211,946-85.1% | $169,452-81.3% | $135,379-76.7% |
| Participation rate | 100.0% | 82.6%+17.4pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | 11.65% | 3.26%+8.4pp | 1.83%+9.8pp | 519.79%-508.1pp |
| Employer contribution / active EE | $1,930 | $5,117-62.3% | $4,157-53.6% | $4,779-59.6% |
| Participant deferral / active EE | $2,842 | $6,075-53.2% | $5,277-46.1% | $5,609-49.3% |
| Admin fee / account holder | $1,367 | $11,472-88.1% | $9,110-85.0% | $10,828-87.4% |