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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 | $35,178 | $63,953-45.0% | $54,726-35.7% | $135,380-74.0% |
| Participation rate | 100.0% | 84.9%+15.1pp | 79.1%+20.9pp | 82.6%+17.4pp |
| Annual return | 6.99% | -5.77%+12.8pp | -4.56%+11.5pp | 519.81%-512.8pp |
| Employer contribution / active EE | $4,159 | $4,256-2.3% | $3,449+20.6% | $4,779-13.0% |
| Participant deferral / active EE | $3,093 | $4,810-35.7% | $3,953-21.8% | $5,609-44.9% |
| Admin fee / account holder | $1,102 | $4,567-75.9% | $3,818-71.1% | $10,828-89.8% |