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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 | $40,462 | $215,361-81.2% | $171,082-76.3% | $273,970-85.2% |
| Participation rate | 100.0% | 82.0%+18.0pp | 76.7%+23.3pp | 83.0%+17.0pp |
| Annual return | 6.28% | 25.14%-18.9pp | 32.56%-26.3pp | 41.46%-35.2pp |
| Employer contribution / active EE | $798 | $4,967-83.9% | $4,002-80.1% | $4,869-83.6% |
| Participant deferral / active EE | $2,074 | $5,543-62.6% | $4,797-56.8% | $5,287-60.8% |
| Admin fee / account holder | $700 | $10,846-93.5% | $8,520-91.8% | $10,132-93.1% |