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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 | $17,419 | $90,484-80.7% | $78,675-77.9% | $273,970-93.6% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 6.05% | 75.62%-69.6pp | 62.19%-56.1pp | 41.46%-35.4pp |
| Employer contribution / active EE | $583 | $3,175-81.6% | $2,850-79.5% | $4,869-88.0% |
| Participant deferral / active EE | $653 | $3,901-83.3% | $3,517-81.4% | $5,287-87.7% |
| Admin fee / account holder | $902 | $5,263-82.9% | $4,510-80.0% | $10,132-91.1% |