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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 | $39,175 | $69,541-43.7% | $59,899-34.6% | $135,380-71.1% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.7%+25.3pp | 82.6%+17.4pp |
| Annual return | 8.40% | 7.95%+0.5pp | 3.46%+4.9pp | 519.81%-511.4pp |
| Employer contribution / active EE | $5,885 | $3,236+81.8% | $2,723+116.1% | $4,779+23.1% |
| Participant deferral / active EE | $5,885 | $4,206+39.9% | $3,402+73.0% | $5,609+4.9% |
| Admin fee / account holder | $3,065 | $5,737-46.6% | $3,592-14.7% | $10,828-71.7% |