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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 | $13,443 | $90,486-85.1% | $78,676-82.9% | $273,972-95.1% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 5.07% | 75.62%-70.6pp | 62.19%-57.1pp | 41.46%-36.4pp |
| Employer contribution / active EE | $916 | $3,175-71.2% | $2,850-67.9% | $4,869-81.2% |
| Participant deferral / active EE | $1,370 | $3,901-64.9% | $3,517-61.0% | $5,287-74.1% |
| Admin fee / account holder | $435 | $5,263-91.7% | $4,510-90.4% | $10,133-95.7% |