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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 | $34,929 | $90,509-61.4% | $78,693-55.6% | $273,968-87.3% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 3.91% | 75.61%-71.7pp | 62.18%-58.3pp | 41.45%-37.5pp |
| Employer contribution / active EE | $2,260 | $3,175-28.8% | $2,850-20.7% | $4,869-53.6% |
| Participant deferral / active EE | $2,366 | $3,901-39.4% | $3,517-32.7% | $5,287-55.3% |
| Admin fee / account holder | $508 | $5,264-90.4% | $4,511-88.7% | $10,132-95.0% |