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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 | $35,348 | $90,486-60.9% | $78,676-55.1% | $273,972-87.1% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 6.70% | 75.62%-68.9pp | 62.19%-55.5pp | 41.46%-34.8pp |
| Employer contribution / active EE | $474 | $3,175-85.1% | $2,850-83.4% | $4,869-90.3% |
| Participant deferral / active EE | $857 | $3,901-78.0% | $3,517-75.6% | $5,287-83.8% |
| Admin fee / account holder | $5,801 | $5,263+10.2% | $4,510+28.6% | $10,133-42.7% |