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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 | $29,150 | $96,558-69.8% | $80,977-64.0% | $273,972-89.4% |
| Participation rate | 100.0% | 79.1%+20.9pp | 75.8%+24.2pp | 83.0%+17.0pp |
| Annual return | 4.89% | 15.14%-10.3pp | 17.11%-12.2pp | 41.46%-36.6pp |
| Employer contribution / active EE | $2,462 | $4,869-49.4% | $3,715-33.7% | $4,869-49.4% |
| Participant deferral / active EE | $9,808 | $6,598+48.7% | $5,696+72.2% | $5,287+85.5% |
| Admin fee / account holder | $954 | $7,493-87.3% | $5,517-82.7% | $10,133-90.6% |