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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 | $68,451 | $93,346-26.7% | $71,796-4.7% | $273,972-75.0% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.1%+30.9pp | 83.0%+17.0pp |
| Annual return | 6.76% | 130.39%-123.6pp | 78.04%-71.3pp | 41.46%-34.7pp |
| Employer contribution / active EE | $603 | $2,733-77.9% | $1,924-68.7% | $4,869-87.6% |
| Participant deferral / active EE | $3,621 | $3,475+4.2% | $2,794+29.6% | $5,287-31.5% |
| Admin fee / account holder | $326 | $6,571-95.0% | $4,815-93.2% | $10,133-96.8% |