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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 | $26,861 | $90,486-70.3% | $78,676-65.9% | $273,972-90.2% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 10.10% | 75.62%-65.5pp | 62.19%-52.1pp | 41.46%-31.4pp |
| Employer contribution / active EE | $2,358 | $3,175-25.7% | $2,850-17.3% | $4,869-51.6% |
| Participant deferral / active EE | $3,343 | $3,901-14.3% | $3,517-4.9% | $5,287-36.8% |
| Admin fee / account holder | $420 | $5,263-92.0% | $4,510-90.7% | $10,133-95.9% |