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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 | $32,838 | $90,486-63.7% | $78,676-58.3% | $273,972-88.0% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 6.55% | 75.62%-69.1pp | 62.19%-55.6pp | 41.46%-34.9pp |
| Employer contribution / active EE | $3,047 | $3,175-4.0% | $2,850+6.9% | $4,869-37.4% |
| Participant deferral / active EE | $14,538 | $3,901+272.6% | $3,517+313.4% | $5,287+175.0% |
| Admin fee / account holder | $28,001 | $5,263+432.0% | $4,510+520.9% | $10,133+176.3% |