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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 | $22,609 | $65,685-65.6% | $57,181-60.5% | $273,968-91.7% |
| Participation rate | 100.0% | 78.3%+21.7pp | 75.3%+24.7pp | 83.0%+17.0pp |
| Annual return | 3.81% | 21.99%-18.2pp | 14.59%-10.8pp | 41.45%-37.6pp |
| Employer contribution / active EE | $1,542 | $3,279-53.0% | $2,682-42.5% | $4,869-68.3% |
| Participant deferral / active EE | $1,607 | $3,781-57.5% | $3,096-48.1% | $5,287-69.6% |
| Admin fee / account holder | $333 | $4,835-93.1% | $3,139-89.4% | $10,132-96.7% |