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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 | $31,640 | $167,353-81.1% | $143,797-78.0% | $134,545-76.5% |
| Participation rate | 75.0% | 84.8%-9.8pp | 80.3%-5.3pp | 81.2%-6.2pp |
| Annual return | 3.11% | 0.48%+2.6pp | -0.04%+3.2pp | 418.37%-415.3pp |
| Employer contribution / active EE | $2,514 | $5,620-55.3% | $4,952-49.2% | $4,742-47.0% |
| Participant deferral / active EE | $6,304 | $6,447-2.2% | $5,638+11.8% | $6,401-1.5% |
| Admin fee / account holder | $793 | $18,096-95.6% | $14,679-94.6% | $11,431-93.1% |