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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 | $67,424 | $69,541-3.0% | $59,899+12.6% | $135,380-50.2% |
| Participation rate | 95.8% | 77.8%+18.0pp | 74.7%+21.1pp | 82.6%+13.2pp |
| Annual return | 11.11% | 7.95%+3.2pp | 3.46%+7.7pp | 519.81%-508.7pp |
| Employer contribution / active EE | $0 | $3,236-100.0% | $2,723-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $5,079 | $4,206+20.8% | $3,402+49.3% | $5,609-9.5% |
| Admin fee / account holder | $1,019 | $5,737-82.2% | $3,592-71.6% | $10,828-90.6% |