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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 | $26,242 | $109,372-76.0% | $89,414-70.7% | $158,966-83.5% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.0%+32.0pp | 82.0%+18.0pp |
| Annual return | 5.63% | 345.55%-339.9pp | 245.50%-239.9pp | 302.95%-297.3pp |
| Employer contribution / active EE | $732 | $3,171-76.9% | $2,586-71.7% | $4,762-84.6% |
| Participant deferral / active EE | $1,754 | $4,598-61.8% | $3,890-54.9% | $5,983-70.7% |
| Admin fee / account holder | $350 | $6,156-94.3% | $4,883-92.8% | $11,250-96.9% |