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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 | $36,655 | $90,486-59.5% | $78,676-53.4% | $273,972-86.6% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 6.62% | 75.62%-69.0pp | 62.19%-55.6pp | 41.46%-34.8pp |
| Employer contribution / active EE | $1,153 | $3,175-63.7% | $2,850-59.5% | $4,869-76.3% |
| Participant deferral / active EE | $3,334 | $3,901-14.5% | $3,517-5.2% | $5,287-36.9% |
| Admin fee / account holder | $375 | $5,263-92.9% | $4,510-91.7% | $10,133-96.3% |