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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 | $63,007 | $39,132+61.0% | $57,196+10.2% | $62,881+0.2% |
| Participation rate | 100.0% | 70.5%+29.5pp | 75.3%+24.7pp | 69.3%+30.7pp |
| Annual return | 6.44% | 9.24%-2.8pp | 14.59%-8.2pp | 20.14%-13.7pp |
| Employer contribution / active EE | $7,687 | $1,874+310.2% | $2,683+186.5% | $2,281+237.0% |
| Participant deferral / active EE | $1,903 | $2,374-19.9% | $3,096-38.5% | $3,203-40.6% |
| Admin fee / account holder | $945 | $2,594-63.6% | $3,141-69.9% | $4,296-78.0% |