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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 | $28,921 | $90,486-68.0% | $78,676-63.2% | $273,972-89.4% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 2.23% | 75.62%-73.4pp | 62.19%-60.0pp | 41.46%-39.2pp |
| Employer contribution / active EE | $2,565 | $3,175-19.2% | $2,850-10.0% | $4,869-47.3% |
| Participant deferral / active EE | $9,040 | $3,901+131.7% | $3,517+157.1% | $5,287+71.0% |
| Admin fee / account holder | $589 | $5,263-88.8% | $4,510-86.9% | $10,133-94.2% |