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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 | $34,077 | $153,311-77.8% | $109,313-68.8% | $273,972-87.6% |
| Participation rate | 100.0% | 80.1%+19.9pp | 71.3%+28.7pp | 83.0%+17.0pp |
| Annual return | 3.64% | 29.86%-26.2pp | 22.07%-18.4pp | 41.46%-37.8pp |
| Employer contribution / active EE | $622 | $5,619-88.9% | $3,892-84.0% | $4,869-87.2% |
| Participant deferral / active EE | $4,754 | $3,932+20.9% | $3,166+50.1% | $5,287-10.1% |
| Admin fee / account holder | $1,120 | $8,076-86.1% | $5,666-80.2% | $10,133-88.9% |