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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 | $22,991 | $90,509-74.6% | $78,693-70.8% | $273,968-91.6% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 7.43% | 75.61%-68.2pp | 62.18%-54.7pp | 41.45%-34.0pp |
| Employer contribution / active EE | $184 | $3,175-94.2% | $2,850-93.6% | $4,869-96.2% |
| Participant deferral / active EE | $1,130 | $3,901-71.0% | $3,517-67.9% | $5,287-78.6% |
| Admin fee / account holder | $8,955 | $5,264+70.1% | $4,511+98.5% | $10,132-11.6% |