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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 | $33,489 | $135,956-75.4% | $123,894-73.0% | $273,972-87.8% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 8.24% | 56.63%-48.4pp | 47.52%-39.3pp | 41.46%-33.2pp |
| Employer contribution / active EE | $1,082 | $5,170-79.1% | $4,617-76.6% | $4,869-77.8% |
| Participant deferral / active EE | $2,539 | $6,343-60.0% | $5,984-57.6% | $5,287-52.0% |
| Admin fee / account holder | $3,435 | $9,817-65.0% | $8,357-58.9% | $10,133-66.1% |