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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 | $19,474 | $90,486-78.5% | $78,676-75.2% | $273,972-92.9% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 7.11% | 75.62%-68.5pp | 62.19%-55.1pp | 41.46%-34.3pp |
| Employer contribution / active EE | $994 | $3,175-68.7% | $2,850-65.1% | $4,869-79.6% |
| Participant deferral / active EE | $1,026 | $3,901-73.7% | $3,517-70.8% | $5,287-80.6% |
| Admin fee / account holder | $1,415 | $5,263-73.1% | $4,510-68.6% | $10,133-86.0% |