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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 | $38,725 | $211,946-81.7% | $169,452-77.1% | $135,379-71.4% |
| Participation rate | 100.0% | 82.6%+17.4pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | 8.69% | 3.26%+5.4pp | 1.83%+6.9pp | 519.79%-511.1pp |
| Employer contribution / active EE | $3,322 | $5,117-35.1% | $4,157-20.1% | $4,779-30.5% |
| Participant deferral / active EE | $6,056 | $6,075-0.3% | $5,277+14.8% | $5,609+8.0% |
| Admin fee / account holder | $2,109 | $11,472-81.6% | $9,110-76.9% | $10,828-80.5% |