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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 | $39,055 | $90,484-56.8% | $78,675-50.4% | $273,970-85.7% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 3.79% | 75.62%-71.8pp | 62.19%-58.4pp | 41.46%-37.7pp |
| Employer contribution / active EE | $1,713 | $3,175-46.1% | $2,850-39.9% | $4,869-64.8% |
| Participant deferral / active EE | $992 | $3,901-74.6% | $3,517-71.8% | $5,287-81.2% |
| Admin fee / account holder | $830 | $5,263-84.2% | $4,510-81.6% | $10,132-91.8% |