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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 | $34,442 | $90,509-61.9% | $78,693-56.2% | $273,968-87.4% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 5.38% | 75.61%-70.2pp | 62.18%-56.8pp | 41.45%-36.1pp |
| Employer contribution / active EE | $3,703 | $3,175+16.6% | $2,850+29.9% | $4,869-23.9% |
| Participant deferral / active EE | $4,046 | $3,901+3.7% | $3,517+15.0% | $5,287-23.5% |
| Admin fee / account holder | $1,895 | $5,264-64.0% | $4,511-58.0% | $10,132-81.3% |