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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 | $24,346 | $211,946-88.5% | $169,452-85.6% | $135,380-82.0% |
| Participation rate | 100.0% | 82.6%+17.4pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | 8.86% | 3.26%+5.6pp | 1.83%+7.0pp | 519.81%-510.9pp |
| Employer contribution / active EE | $2,401 | $5,117-53.1% | $4,157-42.3% | $4,779-49.8% |
| Participant deferral / active EE | $3,478 | $6,075-42.8% | $5,277-34.1% | $5,609-38.0% |
| Admin fee / account holder | $12,140 | $11,472+5.8% | $9,110+33.3% | $10,828+12.1% |