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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 | $44,209 | $85,024-48.0% | $70,544-37.3% | $139,466-68.3% |
| Participation rate | 100.0% | 73.9%+26.1pp | 68.4%+31.6pp | 80.3%+19.7pp |
| Annual return | 13.77% | 30.39%-16.6pp | 32.79%-19.0pp | 373.66%-359.9pp |
| Employer contribution / active EE | $1,970 | $3,912-49.7% | $2,976-33.8% | $4,754-58.6% |
| Participant deferral / active EE | $1,084 | $5,891-81.6% | $4,568-76.3% | $6,712-83.8% |
| Admin fee / account holder | $8,279 | $8,928-7.3% | $6,427+28.8% | $11,409-27.4% |