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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 | $44,320 | $90,486-51.0% | $78,676-43.7% | $273,972-83.8% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 9.36% | 75.62%-66.3pp | 62.19%-52.8pp | 41.46%-32.1pp |
| Employer contribution / active EE | $2,666 | $3,175-16.0% | $2,850-6.5% | $4,869-45.2% |
| Participant deferral / active EE | $4,250 | $3,901+8.9% | $3,517+20.9% | $5,287-19.6% |
| Admin fee / account holder | $1,714 | $5,263-67.4% | $4,510-62.0% | $10,133-83.1% |