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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 | $25,719 | $90,486-71.6% | $78,676-67.3% | $273,972-90.6% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 6.19% | 75.62%-69.4pp | 62.19%-56.0pp | 41.46%-35.3pp |
| Employer contribution / active EE | $393 | $3,175-87.6% | $2,850-86.2% | $4,869-91.9% |
| Participant deferral / active EE | $2,162 | $3,901-44.6% | $3,517-38.5% | $5,287-59.1% |
| Admin fee / account holder | $1,121 | $5,263-78.7% | $4,510-75.1% | $10,133-88.9% |