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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 | $55,245 | $74,879,922-99.9% | $40,145,923-99.9% | $273,972-79.8% |
| Participation rate | 95.5% | 74.1%+21.4pp | 68.4%+27.0pp | 83.0%+12.4pp |
| Annual return | 7.98% | 2.55%+5.4pp | 5.24%+2.7pp | 41.46%-33.5pp |
| Employer contribution / active EE | $815 | $2,350-65.3% | $1,844-55.8% | $4,869-83.3% |
| Participant deferral / active EE | $2,875 | $2,962-2.9% | $2,591+11.0% | $5,287-45.6% |
| Admin fee / account holder | $3,321 | $3,725-10.8% | $2,903+14.4% | $10,133-67.2% |