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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 | $50,099 | $115,225-56.5% | $100,712-50.3% | $138,895-63.9% |
| Participation rate | 100.0% | 74.3%+25.7pp | 69.3%+30.7pp | 79.9%+20.1pp |
| Annual return | 12.58% | 40.35%-27.8pp | 33.27%-20.7pp | 145.39%-132.8pp |
| Employer contribution / active EE | $1,206 | $2,771-56.5% | $2,313-47.8% | $4,194-71.2% |
| Participant deferral / active EE | $2,509 | $4,699-46.6% | $4,085-38.6% | $6,396-60.8% |
| Admin fee / account holder | $873 | $10,844-92.0% | $9,256-90.6% | $12,562-93.1% |