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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 | $34,188 | $105,623-67.6% | $87,502-60.9% | $273,972-87.5% |
| Participation rate | 100.0% | 78.2%+21.8pp | 73.8%+26.2pp | 83.0%+17.0pp |
| Annual return | 5.88% | 12.26%-6.4pp | 12.21%-6.3pp | 41.46%-35.6pp |
| Employer contribution / active EE | $1,722 | $3,141-45.2% | $2,550-32.5% | $4,869-64.6% |
| Participant deferral / active EE | $2,911 | $3,601-19.1% | $3,149-7.5% | $5,287-44.9% |
| Admin fee / account holder | $354 | $4,781-92.6% | $4,221-91.6% | $10,133-96.5% |