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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 | $20,003 | $90,486-77.9% | $78,676-74.6% | $273,972-92.7% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 6.98% | 75.62%-68.6pp | 62.19%-55.2pp | 41.46%-34.5pp |
| Employer contribution / active EE | $2,136 | $3,175-32.7% | $2,850-25.0% | $4,869-56.1% |
| Participant deferral / active EE | $2,088 | $3,901-46.5% | $3,517-40.6% | $5,287-60.5% |
| Admin fee / account holder | $1,222 | $5,263-76.8% | $4,510-72.9% | $10,133-87.9% |