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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 | $35,729 | $135,956-73.7% | $123,894-71.2% | $273,972-87.0% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 4.47% | 56.63%-52.2pp | 47.52%-43.0pp | 41.46%-37.0pp |
| Employer contribution / active EE | $2,088 | $5,170-59.6% | $4,617-54.8% | $4,869-57.1% |
| Participant deferral / active EE | $2,000 | $6,343-68.5% | $5,984-66.6% | $5,287-62.2% |
| Admin fee / account holder | $504 | $9,817-94.9% | $8,357-94.0% | $10,133-95.0% |