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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 | $31,988 | $90,509-64.7% | $78,693-59.4% | $273,968-88.3% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 4.85% | 75.61%-70.8pp | 62.18%-57.3pp | 41.45%-36.6pp |
| Employer contribution / active EE | $8,091 | $3,175+154.8% | $2,850+183.9% | $4,869+66.2% |
| Participant deferral / active EE | $2,451 | $3,901-37.2% | $3,517-30.3% | $5,287-53.6% |
| Admin fee / account holder | $702 | $5,264-86.7% | $4,511-84.4% | $10,132-93.1% |