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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 | $37,625 | $90,486-58.4% | $78,676-52.2% | $273,972-86.3% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 6.72% | 75.62%-68.9pp | 62.19%-55.5pp | 41.46%-34.7pp |
| Employer contribution / active EE | $4,410 | $3,175+38.9% | $2,850+54.7% | $4,869-9.4% |
| Participant deferral / active EE | $8,169 | $3,901+109.4% | $3,517+132.3% | $5,287+54.5% |
| Admin fee / account holder | $888 | $5,263-83.1% | $4,510-80.3% | $10,133-91.2% |