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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 | $61,977 | $65,712-5.7% | $57,196+8.4% | $273,972-77.4% |
| Participation rate | 100.0% | 78.3%+21.7pp | 75.3%+24.7pp | 83.0%+17.0pp |
| Annual return | 6.58% | 22.01%-15.4pp | 14.59%-8.0pp | 41.46%-34.9pp |
| Employer contribution / active EE | $6,354 | $3,280+93.7% | $2,683+136.8% | $4,869+30.5% |
| Participant deferral / active EE | $6,354 | $3,782+68.0% | $3,096+105.2% | $5,287+20.2% |
| Admin fee / account holder | $940 | $4,838-80.6% | $3,141-70.1% | $10,133-90.7% |