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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 | $57,294 | $167,522-65.8% | $151,639-62.2% | $134,532-57.4% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | 3.15% | 7.81%-4.7pp | 3.34%-0.2pp | 418.27%-415.1pp |
| Employer contribution / active EE | $5,362 | $6,828-21.5% | $6,165-13.0% | $4,741+13.1% |
| Participant deferral / active EE | $0 | $8,986-100.0% | $8,363-100.0% | $6,401-100.0% |
| Admin fee / account holder | $7,329 | $13,780-46.8% | $11,613-36.9% | $11,429-35.9% |