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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 | $35,099 | $88,707-60.4% | $74,184-52.7% | $273,972-87.2% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 6.73% | 11.94%-5.2pp | 17.74%-11.0pp | 41.46%-34.7pp |
| Employer contribution / active EE | $1,561 | $3,159-50.6% | $2,370-34.1% | $4,869-67.9% |
| Participant deferral / active EE | $2,055 | $4,212-51.2% | $3,550-42.1% | $5,287-61.1% |
| Admin fee / account holder | $365 | $8,717-95.8% | $5,586-93.5% | $10,133-96.4% |