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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 | $40,069 | $90,509-55.7% | $78,693-49.1% | $273,968-85.4% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 9.60% | 75.61%-66.0pp | 62.18%-52.6pp | 41.45%-31.9pp |
| Employer contribution / active EE | $2,720 | $3,175-14.3% | $2,850-4.6% | $4,869-44.1% |
| Participant deferral / active EE | $0 | $3,901-100.0% | $3,517-100.0% | $5,287-100.0% |
| Admin fee / account holder | $980 | $5,264-81.4% | $4,511-78.3% | $10,132-90.3% |