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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 | $40,194 | $93,346-56.9% | $71,796-44.0% | $273,972-85.3% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.1%+30.9pp | 83.0%+17.0pp |
| Annual return | 7.89% | 130.39%-122.5pp | 78.04%-70.2pp | 41.46%-33.6pp |
| Employer contribution / active EE | $2,261 | $2,733-17.3% | $1,924+17.5% | $4,869-53.6% |
| Participant deferral / active EE | $1,424 | $3,475-59.0% | $2,794-49.0% | $5,287-73.1% |
| Admin fee / account holder | $3,325 | $6,571-49.4% | $4,815-30.9% | $10,133-67.2% |