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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 | $21,000 | $153,311-86.3% | $109,313-80.8% | $273,972-92.3% |
| Participation rate | 100.0% | 80.1%+19.9pp | 71.3%+28.7pp | 83.0%+17.0pp |
| Annual return | 5.68% | 29.86%-24.2pp | 22.07%-16.4pp | 41.46%-35.8pp |
| Employer contribution / active EE | $1,003 | $5,619-82.2% | $3,892-74.2% | $4,869-79.4% |
| Participant deferral / active EE | $1,779 | $3,932-54.8% | $3,166-43.8% | $5,287-66.4% |
| Admin fee / account holder | $3,306 | $8,076-59.1% | $5,666-41.7% | $10,133-67.4% |