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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 | $55,190 | $90,486-39.0% | $78,676-29.9% | $273,972-79.9% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 6.98% | 75.62%-68.6pp | 62.19%-55.2pp | 41.46%-34.5pp |
| Employer contribution / active EE | $470 | $3,175-85.2% | $2,850-83.5% | $4,869-90.3% |
| Participant deferral / active EE | $1,252 | $3,901-67.9% | $3,517-64.4% | $5,287-76.3% |
| Admin fee / account holder | $336 | $5,263-93.6% | $4,510-92.5% | $10,133-96.7% |