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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 | $34,094 | $93,064-63.4% | $74,577-54.3% | $273,972-87.6% |
| Participation rate | 100.0% | 74.9%+25.1pp | 68.1%+31.9pp | 83.0%+17.0pp |
| Annual return | 5.76% | 26.18%-20.4pp | 20.47%-14.7pp | 41.46%-35.7pp |
| Employer contribution / active EE | $1,300 | $3,160-58.9% | $2,525-48.5% | $4,869-73.3% |
| Participant deferral / active EE | $1,300 | $4,160-68.8% | $3,458-62.4% | $5,287-75.4% |
| Admin fee / account holder | $379 | $5,273-92.8% | $4,138-90.8% | $10,133-96.3% |