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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 | $41,803 | $153,311-72.7% | $109,313-61.8% | $273,972-84.7% |
| Participation rate | 100.0% | 80.1%+19.9pp | 71.3%+28.7pp | 83.0%+17.0pp |
| Annual return | 6.79% | 29.86%-23.1pp | 22.07%-15.3pp | 41.46%-34.7pp |
| Employer contribution / active EE | $535 | $5,619-90.5% | $3,892-86.3% | $4,869-89.0% |
| Participant deferral / active EE | $612 | $3,932-84.4% | $3,166-80.7% | $5,287-88.4% |
| Admin fee / account holder | $17,500 | $8,076+116.7% | $5,666+208.8% | $10,133+72.7% |