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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 | $49,793 | $90,486-45.0% | $78,676-36.7% | $273,972-81.8% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 4.95% | 75.62%-70.7pp | 62.19%-57.2pp | 41.46%-36.5pp |
| Employer contribution / active EE | $1,077 | $3,175-66.1% | $2,850-62.2% | $4,869-77.9% |
| Participant deferral / active EE | $4,309 | $3,901+10.5% | $3,517+22.5% | $5,287-18.5% |
| Admin fee / account holder | $1,628 | $5,263-69.1% | $4,510-63.9% | $10,133-83.9% |