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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 | $37,178 | $43,338-14.2% | $59,887-37.9% | $64,173-42.1% |
| Participation rate | 100.0% | 69.2%+30.8pp | 74.7%+25.3pp | 69.6%+30.4pp |
| Annual return | 7.38% | -1.55%+8.9pp | 3.46%+3.9pp | 7.63%-0.2pp |
| Employer contribution / active EE | $4,248 | $2,030+109.3% | $2,722+56.1% | $2,381+78.4% |
| Participant deferral / active EE | $6,587 | $2,547+158.6% | $3,402+93.6% | $3,470+89.9% |
| Admin fee / account holder | $618 | $3,007-79.5% | $3,591-82.8% | $4,887-87.4% |