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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 | $38,191 | $90,486-57.8% | $78,676-51.5% | $273,972-86.1% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 9.21% | 75.62%-66.4pp | 62.19%-53.0pp | 41.46%-32.2pp |
| Employer contribution / active EE | $7,232 | $3,175+127.8% | $2,850+153.7% | $4,869+48.5% |
| Participant deferral / active EE | $6,566 | $3,901+68.3% | $3,517+86.7% | $5,287+24.2% |
| Admin fee / account holder | $8,709 | $5,263+65.5% | $4,510+93.1% | $10,133-14.0% |