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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 | $24,713 | $65,712-62.4% | $57,196-56.8% | $273,972-91.0% |
| Participation rate | 100.0% | 78.3%+21.7pp | 75.3%+24.7pp | 83.0%+17.0pp |
| Annual return | 5.64% | 22.01%-16.4pp | 14.59%-9.0pp | 41.46%-35.8pp |
| Employer contribution / active EE | $1,247 | $3,280-62.0% | $2,683-53.5% | $4,869-74.4% |
| Participant deferral / active EE | $1,969 | $3,782-47.9% | $3,096-36.4% | $5,287-62.8% |
| Admin fee / account holder | $629 | $4,838-87.0% | $3,141-80.0% | $10,133-93.8% |