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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 | $39,498 | $90,486-56.3% | $78,676-49.8% | $273,972-85.6% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 7.39% | 75.62%-68.2pp | 62.19%-54.8pp | 41.46%-34.1pp |
| Employer contribution / active EE | $1,809 | $3,175-43.0% | $2,850-36.5% | $4,869-62.8% |
| Participant deferral / active EE | $3,724 | $3,901-4.5% | $3,517+5.9% | $5,287-29.6% |
| Admin fee / account holder | $20,150 | $5,263+282.8% | $4,510+346.8% | $10,133+98.9% |