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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 | $29,158 | $90,486-67.8% | $78,676-62.9% | $273,972-89.4% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 7.60% | 75.62%-68.0pp | 62.19%-54.6pp | 41.46%-33.9pp |
| Employer contribution / active EE | $1,148 | $3,175-63.9% | $2,850-59.7% | $4,869-76.4% |
| Participant deferral / active EE | $3,931 | $3,901+0.8% | $3,517+11.8% | $5,287-25.6% |
| Admin fee / account holder | $3,710 | $5,263-29.5% | $4,510-17.7% | $10,133-63.4% |