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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 | $23,046 | $90,504-74.5% | $78,690-70.7% | $273,965-91.6% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 7.84% | 75.61%-67.8pp | 62.18%-54.3pp | 41.45%-33.6pp |
| Employer contribution / active EE | $982 | $3,176-69.1% | $2,851-65.5% | $4,869-79.8% |
| Participant deferral / active EE | $2,378 | $3,901-39.0% | $3,517-32.4% | $5,287-55.0% |
| Admin fee / account holder | $11,811 | $5,263+124.4% | $4,511+161.8% | $10,132+16.6% |