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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 | $27,408 | $69,541-60.6% | $59,899-54.2% | $135,380-79.8% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.7%+25.3pp | 82.6%+17.4pp |
| Annual return | 8.99% | 7.95%+1.0pp | 3.46%+5.5pp | 519.81%-510.8pp |
| Employer contribution / active EE | $3,163 | $3,236-2.3% | $2,723+16.2% | $4,779-33.8% |
| Participant deferral / active EE | $2,573 | $4,206-38.8% | $3,402-24.4% | $5,609-54.1% |
| Admin fee / account holder | $681 | $5,737-88.1% | $3,592-81.0% | $10,828-93.7% |