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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 | $64,289 | $77,817-17.4% | $123,553-48.0% | $64,173+0.2% |
| Participation rate | 100.0% | 74.7%+25.3pp | 82.3%+17.7pp | 69.6%+30.4pp |
| Annual return | 6.11% | 12.49%-6.4pp | 119.21%-113.1pp | 7.63%-1.5pp |
| Employer contribution / active EE | $2,564 | $3,014-14.9% | $4,628-44.6% | $2,381+7.7% |
| Participant deferral / active EE | $0 | $5,240-100.0% | $6,426-100.0% | $3,470-100.0% |
| Admin fee / account holder | $329 | $5,519-94.0% | $9,284-96.5% | $4,887-93.3% |