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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 | $24,408 | $153,311-84.1% | $109,313-77.7% | $273,972-91.1% |
| Participation rate | 100.0% | 80.1%+19.9pp | 71.3%+28.7pp | 83.0%+17.0pp |
| Annual return | 3.61% | 29.86%-26.2pp | 22.07%-18.5pp | 41.46%-37.8pp |
| Employer contribution / active EE | $803 | $5,619-85.7% | $3,892-79.4% | $4,869-83.5% |
| Participant deferral / active EE | $1,593 | $3,932-59.5% | $3,166-49.7% | $5,287-69.9% |
| Admin fee / account holder | $773 | $8,076-90.4% | $5,666-86.4% | $10,133-92.4% |