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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 | $14,557 | $90,486-83.9% | $78,676-81.5% | $273,972-94.7% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 7.18% | 75.62%-68.4pp | 62.19%-55.0pp | 41.46%-34.3pp |
| Employer contribution / active EE | $877 | $3,175-72.4% | $2,850-69.2% | $4,869-82.0% |
| Participant deferral / active EE | $1,139 | $3,901-70.8% | $3,517-67.6% | $5,287-78.5% |
| Admin fee / account holder | $1,603 | $5,263-69.6% | $4,510-64.5% | $10,133-84.2% |