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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 | $63,236 | $95,188-33.6% | $76,518-17.4% | $135,380-53.3% |
| Participation rate | 100.0% | 74.4%+25.6pp | 68.0%+32.0pp | 82.6%+17.4pp |
| Annual return | 7.48% | 4.85%+2.6pp | -0.27%+7.8pp | 519.81%-512.3pp |
| Employer contribution / active EE | $5,000 | $3,303+51.4% | $2,647+88.9% | $4,779+4.6% |
| Participant deferral / active EE | $0 | $4,640-100.0% | $3,836-100.0% | $5,609-100.0% |
| Admin fee / account holder | $785 | $6,249-87.4% | $4,849-83.8% | $10,828-92.7% |