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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 | $51,787 | $211,946-75.6% | $169,452-69.4% | $135,380-61.7% |
| Participation rate | 100.0% | 82.6%+17.4pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | 8.62% | 3.26%+5.4pp | 1.83%+6.8pp | 519.81%-511.2pp |
| Employer contribution / active EE | $639 | $5,117-87.5% | $4,157-84.6% | $4,779-86.6% |
| Participant deferral / active EE | $6,295 | $6,075+3.6% | $5,277+19.3% | $5,609+12.2% |
| Admin fee / account holder | $2,855 | $11,472-75.1% | $9,110-68.7% | $10,828-73.6% |