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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 | $39,449 | $211,946-81.4% | $169,452-76.7% | $135,380-70.9% |
| Participation rate | 100.0% | 82.6%+17.4pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | 6.59% | 3.26%+3.3pp | 1.83%+4.8pp | 519.81%-513.2pp |
| Employer contribution / active EE | $1,617 | $5,117-68.4% | $4,157-61.1% | $4,779-66.2% |
| Participant deferral / active EE | $1,620 | $6,075-73.3% | $5,277-69.3% | $5,609-71.1% |
| Admin fee / account holder | $5,768 | $11,472-49.7% | $9,110-36.7% | $10,828-46.7% |