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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 | $23,199 | $93,064-75.1% | $74,577-68.9% | $273,972-91.5% |
| Participation rate | 100.0% | 74.9%+25.1pp | 68.1%+31.9pp | 83.0%+17.0pp |
| Annual return | 7.04% | 26.18%-19.1pp | 20.47%-13.4pp | 41.46%-34.4pp |
| Employer contribution / active EE | $1,082 | $3,160-65.8% | $2,525-57.2% | $4,869-77.8% |
| Participant deferral / active EE | $2,969 | $4,160-28.6% | $3,458-14.1% | $5,287-43.8% |
| Admin fee / account holder | $1,902 | $5,273-63.9% | $4,138-54.0% | $10,133-81.2% |