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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 | $31,785 | $69,518-54.3% | $59,887-46.9% | $135,379-76.5% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.7%+25.3pp | 82.6%+17.4pp |
| Annual return | 7.88% | 7.95%-0.1pp | 3.46%+4.4pp | 519.79%-511.9pp |
| Employer contribution / active EE | $1,054 | $3,235-67.4% | $2,722-61.3% | $4,779-77.9% |
| Participant deferral / active EE | $1,478 | $4,204-64.9% | $3,402-56.6% | $5,609-73.7% |
| Admin fee / account holder | $547 | $5,734-90.5% | $3,591-84.8% | $10,828-94.9% |