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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 | $61,633 | $96,558-36.2% | $80,977-23.9% | $273,972-77.5% |
| Participation rate | 100.0% | 79.1%+20.9pp | 75.8%+24.2pp | 83.0%+17.0pp |
| Annual return | 7.28% | 15.14%-7.9pp | 17.11%-9.8pp | 41.46%-34.2pp |
| Employer contribution / active EE | $1,271 | $4,869-73.9% | $3,715-65.8% | $4,869-73.9% |
| Participant deferral / active EE | $2,870 | $6,598-56.5% | $5,696-49.6% | $5,287-45.7% |
| Admin fee / account holder | $1,037 | $7,493-86.2% | $5,517-81.2% | $10,133-89.8% |