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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 | $22,991 | $158,827-85.5% | $121,208-81.0% | $135,382-83.0% |
| Participation rate | 90.0% | 79.3%+10.7pp | 71.8%+18.2pp | 82.6%+7.4pp |
| Annual return | 6.99% | -0.64%+7.6pp | 16.93%-9.9pp | 519.77%-512.8pp |
| Employer contribution / active EE | $5,360 | $5,666-5.4% | $4,023+33.2% | $4,779+12.2% |
| Participant deferral / active EE | $2,943 | $4,006-26.5% | $3,345-12.0% | $5,609-47.5% |
| Admin fee / account holder | $477 | $6,514-92.7% | $5,020-90.5% | $10,829-95.6% |