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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 | $24,343 | $48,078-49.4% | $78,676-69.1% | $62,881-61.3% |
| Participation rate | 100.0% | 65.2%+34.8pp | 73.6%+26.4pp | 69.3%+30.7pp |
| Annual return | 6.29% | 31.36%-25.1pp | 62.19%-55.9pp | 20.14%-13.9pp |
| Employer contribution / active EE | $507 | $2,015-74.9% | $2,850-82.2% | $2,281-77.8% |
| Participant deferral / active EE | $1,709 | $2,587-33.9% | $3,517-51.4% | $3,203-46.6% |
| Admin fee / account holder | $990 | $3,206-69.1% | $4,510-78.1% | $4,296-77.0% |