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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 | $29,315 | $211,946-86.2% | $169,452-82.7% | $135,379-78.3% |
| Participation rate | 100.0% | 82.6%+17.4pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | 6.08% | 3.26%+2.8pp | 1.83%+4.2pp | 519.79%-513.7pp |
| Employer contribution / active EE | $1,023 | $5,117-80.0% | $4,157-75.4% | $4,779-78.6% |
| Participant deferral / active EE | $7,590 | $6,075+24.9% | $5,277+43.8% | $5,609+35.3% |
| Admin fee / account holder | $28,614 | $11,472+149.4% | $9,110+214.1% | $10,828+164.3% |