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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 | $59,484 | $153,311-61.2% | $109,313-45.6% | $273,972-78.3% |
| Participation rate | 100.0% | 80.1%+19.9pp | 71.3%+28.7pp | 83.0%+17.0pp |
| Annual return | 6.81% | 29.86%-23.0pp | 22.07%-15.3pp | 41.46%-34.6pp |
| Employer contribution / active EE | $1,180 | $5,619-79.0% | $3,892-69.7% | $4,869-75.8% |
| Participant deferral / active EE | $1,084 | $3,932-72.4% | $3,166-65.8% | $5,287-79.5% |
| Admin fee / account holder | $1,141 | $8,076-85.9% | $5,666-79.9% | $10,133-88.7% |