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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 | $6,066 | $88,996-93.2% | $78,004-92.2% | $138,895-95.6% |
| Participation rate | 100.0% | 74.4%+25.6pp | 69.4%+30.6pp | 79.9%+20.1pp |
| Annual return | 21.54% | 28.03%-6.5pp | 31.07%-9.5pp | 145.39%-123.9pp |
| Employer contribution / active EE | $907 | $2,917-68.9% | $2,469-63.3% | $4,194-78.4% |
| Participant deferral / active EE | $1,450 | $4,724-69.3% | $4,092-64.6% | $6,396-77.3% |
| Admin fee / account holder | $2,533 | $8,807-71.2% | $7,578-66.6% | $12,562-79.8% |