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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 | $59,671 | $90,486-34.1% | $78,676-24.2% | $273,972-78.2% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 6.28% | 75.62%-69.3pp | 62.19%-55.9pp | 41.46%-35.2pp |
| Employer contribution / active EE | $2,753 | $3,175-13.3% | $2,850-3.4% | $4,869-43.5% |
| Participant deferral / active EE | $4,764 | $3,901+22.1% | $3,517+35.5% | $5,287-9.9% |
| Admin fee / account holder | $468 | $5,263-91.1% | $4,510-89.6% | $10,133-95.4% |