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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 | $20,514 | $90,504-77.3% | $78,690-73.9% | $273,965-92.5% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 7.35% | 75.61%-68.3pp | 62.18%-54.8pp | 41.45%-34.1pp |
| Employer contribution / active EE | $1,607 | $3,176-49.4% | $2,851-43.6% | $4,869-67.0% |
| Participant deferral / active EE | $5,641 | $3,901+44.6% | $3,517+60.4% | $5,287+6.7% |
| Admin fee / account holder | $17,271 | $5,263+228.1% | $4,511+282.9% | $10,132+70.5% |