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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 | $54,844 | $90,486-39.4% | $78,676-30.3% | $273,972-80.0% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 14.15% | 75.62%-61.5pp | 62.19%-48.0pp | 41.46%-27.3pp |
| Employer contribution / active EE | $242 | $3,175-92.4% | $2,850-91.5% | $4,869-95.0% |
| Participant deferral / active EE | $2,368 | $3,901-39.3% | $3,517-32.7% | $5,287-55.2% |
| Admin fee / account holder | $615 | $5,263-88.3% | $4,510-86.4% | $10,133-93.9% |