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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 | $47,976 | $77,449-38.1% | $69,483-31.0% | $152,909-68.6% |
| Participation rate | 100.0% | 78.1%+21.9pp | 74.6%+25.4pp | 82.5%+17.5pp |
| Annual return | 11.65% | 39.09%-27.4pp | 28.99%-17.3pp | 345.46%-333.8pp |
| Employer contribution / active EE | $765 | $3,316-76.9% | $2,780-72.5% | $4,764-83.9% |
| Participant deferral / active EE | $1,651 | $4,415-62.6% | $3,537-53.3% | $5,851-71.8% |
| Admin fee / account holder | $3,751 | $6,210-39.6% | $3,841-2.3% | $11,601-67.7% |