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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 | $22,728 | $90,504-74.9% | $78,690-71.1% | $273,965-91.7% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 4.91% | 75.61%-70.7pp | 62.18%-57.3pp | 41.45%-36.5pp |
| Employer contribution / active EE | $4,788 | $3,176+50.8% | $2,851+67.9% | $4,869-1.7% |
| Participant deferral / active EE | $3,544 | $3,901-9.2% | $3,517+0.8% | $5,287-33.0% |
| Admin fee / account holder | $3,150 | $5,263-40.1% | $4,511-30.2% | $10,132-68.9% |