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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 | $37,613 | $99,345-62.1% | $84,753-55.6% | $273,972-86.3% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 7.04% | 22.93%-15.9pp | 22.78%-15.7pp | 41.46%-34.4pp |
| Employer contribution / active EE | $1,416 | $4,214-66.4% | $3,574-60.4% | $4,869-70.9% |
| Participant deferral / active EE | $1,565 | $4,270-63.4% | $3,712-57.8% | $5,287-70.4% |
| Admin fee / account holder | $1,015 | $6,645-84.7% | $5,333-81.0% | $10,133-90.0% |