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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 | $39,957 | $153,311-73.9% | $109,313-63.4% | $273,972-85.4% |
| Participation rate | 100.0% | 80.1%+19.9pp | 71.3%+28.7pp | 83.0%+17.0pp |
| Annual return | 1.85% | 29.86%-28.0pp | 22.07%-20.2pp | 41.46%-39.6pp |
| Employer contribution / active EE | $1,949 | $5,619-65.3% | $3,892-49.9% | $4,869-60.0% |
| Participant deferral / active EE | $3,244 | $3,932-17.5% | $3,166+2.5% | $5,287-38.6% |
| Admin fee / account holder | $1,033 | $8,076-87.2% | $5,666-81.8% | $10,133-89.8% |