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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 | $39,379 | $90,486-56.5% | $78,676-49.9% | $273,972-85.6% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 9.51% | 75.62%-66.1pp | 62.19%-52.7pp | 41.46%-31.9pp |
| Employer contribution / active EE | $2,180 | $3,175-31.3% | $2,850-23.5% | $4,869-55.2% |
| Participant deferral / active EE | $3,239 | $3,901-17.0% | $3,517-7.9% | $5,287-38.7% |
| Admin fee / account holder | $668 | $5,263-87.3% | $4,510-85.2% | $10,133-93.4% |