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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 | $60,724 | $90,486-32.9% | $78,676-22.8% | $273,972-77.8% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 5.28% | 75.62%-70.3pp | 62.19%-56.9pp | 41.46%-36.2pp |
| Employer contribution / active EE | $941 | $3,175-70.4% | $2,850-67.0% | $4,869-80.7% |
| Participant deferral / active EE | $1,120 | $3,901-71.3% | $3,517-68.2% | $5,287-78.8% |
| Admin fee / account holder | $1,353 | $5,263-74.3% | $4,510-70.0% | $10,133-86.6% |