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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 | $44,297 | $69,518-36.3% | $59,883-26.0% | $135,382-67.3% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.7%+25.3pp | 82.6%+17.4pp |
| Annual return | 8.28% | 7.95%+0.3pp | 3.46%+4.8pp | 519.77%-511.5pp |
| Employer contribution / active EE | $0 | $3,235-100.0% | $2,722-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $2,534 | $4,204-39.7% | $3,402-25.5% | $5,609-54.8% |
| Admin fee / account holder | $721 | $5,734-87.4% | $3,591-79.9% | $10,829-93.3% |