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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 | $64,073 | $153,311-58.2% | $109,313-41.4% | $273,972-76.6% |
| Participation rate | 100.0% | 80.1%+19.9pp | 71.3%+28.7pp | 83.0%+17.0pp |
| Annual return | 5.93% | 29.86%-23.9pp | 22.07%-16.1pp | 41.46%-35.5pp |
| Employer contribution / active EE | $687 | $5,619-87.8% | $3,892-82.4% | $4,869-85.9% |
| Participant deferral / active EE | $9,000 | $3,932+128.9% | $3,166+184.2% | $5,287+70.2% |
| Admin fee / account holder | $528 | $8,076-93.5% | $5,666-90.7% | $10,133-94.8% |