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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 | $13,336 | $90,486-85.3% | $78,676-83.0% | $273,972-95.1% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 4.48% | 75.62%-71.1pp | 62.19%-57.7pp | 41.46%-37.0pp |
| Employer contribution / active EE | $1,908 | $3,175-39.9% | $2,850-33.1% | $4,869-60.8% |
| Participant deferral / active EE | $1,189 | $3,901-69.5% | $3,517-66.2% | $5,287-77.5% |
| Admin fee / account holder | $530 | $5,263-89.9% | $4,510-88.2% | $10,133-94.8% |