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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 | $40,229 | $135,956-70.4% | $123,894-67.5% | $273,972-85.3% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 5.26% | 56.63%-51.4pp | 47.52%-42.3pp | 41.46%-36.2pp |
| Employer contribution / active EE | $1,088 | $5,170-79.0% | $4,617-76.4% | $4,869-77.7% |
| Participant deferral / active EE | $4,783 | $6,343-24.6% | $5,984-20.1% | $5,287-9.5% |
| Admin fee / account holder | $400 | $9,817-95.9% | $8,357-95.2% | $10,133-96.0% |