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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 | $74,232 | $93,064-20.2% | $74,577-0.5% | $273,972-72.9% |
| Participation rate | 100.0% | 74.9%+25.1pp | 68.1%+31.9pp | 83.0%+17.0pp |
| Annual return | 6.35% | 26.18%-19.8pp | 20.47%-14.1pp | 41.46%-35.1pp |
| Employer contribution / active EE | $1,203 | $3,160-61.9% | $2,525-52.4% | $4,869-75.3% |
| Participant deferral / active EE | $2,014 | $4,160-51.6% | $3,458-41.8% | $5,287-61.9% |
| Admin fee / account holder | $640 | $5,273-87.9% | $4,138-84.5% | $10,133-93.7% |