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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 | $61,348 | $93,346-34.3% | $71,796-14.6% | $273,972-77.6% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.1%+30.9pp | 83.0%+17.0pp |
| Annual return | 5.30% | 130.39%-125.1pp | 78.04%-72.7pp | 41.46%-36.2pp |
| Employer contribution / active EE | $1,415 | $2,733-48.2% | $1,924-26.5% | $4,869-70.9% |
| Participant deferral / active EE | $7,484 | $3,475+115.4% | $2,794+167.8% | $5,287+41.5% |
| Admin fee / account holder | $552 | $6,571-91.6% | $4,815-88.5% | $10,133-94.6% |