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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 | $30,030 | $69,518-56.8% | $59,887-49.9% | $135,379-77.8% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.7%+25.3pp | 82.6%+17.4pp |
| Annual return | 10.59% | 7.95%+2.6pp | 3.46%+7.1pp | 519.79%-509.2pp |
| Employer contribution / active EE | $1,207 | $3,235-62.7% | $2,722-55.7% | $4,779-74.7% |
| Participant deferral / active EE | $3,453 | $4,204-17.9% | $3,402+1.5% | $5,609-38.4% |
| Admin fee / account holder | $1,007 | $5,734-82.4% | $3,591-72.0% | $10,828-90.7% |