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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 | $35,437 | $90,486-60.8% | $78,676-55.0% | $273,972-87.1% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 7.34% | 75.62%-68.3pp | 62.19%-54.8pp | 41.46%-34.1pp |
| Employer contribution / active EE | $1,853 | $3,175-41.6% | $2,850-35.0% | $4,869-61.9% |
| Participant deferral / active EE | $3,346 | $3,901-14.2% | $3,517-4.8% | $5,287-36.7% |
| Admin fee / account holder | $3,017 | $5,263-42.7% | $4,510-33.1% | $10,133-70.2% |