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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 | $84,275 | $153,311-45.0% | $109,313-22.9% | $273,972-69.2% |
| Participation rate | 100.0% | 80.1%+19.9pp | 71.3%+28.7pp | 83.0%+17.0pp |
| Annual return | 13.25% | 29.86%-16.6pp | 22.07%-8.8pp | 41.46%-28.2pp |
| Employer contribution / active EE | $763 | $5,619-86.4% | $3,892-80.4% | $4,869-84.3% |
| Participant deferral / active EE | $3,052 | $3,932-22.4% | $3,166-3.6% | $5,287-42.3% |
| Admin fee / account holder | $1,279 | $8,076-84.2% | $5,666-77.4% | $10,133-87.4% |