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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 | $14,189 | $90,486-84.3% | $78,676-82.0% | $273,972-94.8% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 6.23% | 75.62%-69.4pp | 62.19%-56.0pp | 41.46%-35.2pp |
| Employer contribution / active EE | $779 | $3,175-75.5% | $2,850-72.7% | $4,869-84.0% |
| Participant deferral / active EE | $955 | $3,901-75.5% | $3,517-72.8% | $5,287-81.9% |
| Admin fee / account holder | $1,210 | $5,263-77.0% | $4,510-73.2% | $10,133-88.1% |