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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 | $21,289 | $90,486-76.5% | $78,676-72.9% | $273,972-92.2% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 5.56% | 75.62%-70.1pp | 62.19%-56.6pp | 41.46%-35.9pp |
| Employer contribution / active EE | $2,081 | $3,175-34.4% | $2,850-27.0% | $4,869-57.2% |
| Participant deferral / active EE | $1,066 | $3,901-72.7% | $3,517-69.7% | $5,287-79.8% |
| Admin fee / account holder | $1,796 | $5,263-65.9% | $4,510-60.2% | $10,133-82.3% |