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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 | $48,730 | $90,504-46.2% | $78,690-38.1% | $273,965-82.2% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 6.40% | 75.61%-69.2pp | 62.18%-55.8pp | 41.45%-35.1pp |
| Employer contribution / active EE | $9,016 | $3,176+183.9% | $2,851+216.3% | $4,869+85.2% |
| Participant deferral / active EE | $2,079 | $3,901-46.7% | $3,517-40.9% | $5,287-60.7% |
| Admin fee / account holder | $1,150 | $5,263-78.1% | $4,511-74.5% | $10,132-88.6% |