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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 | $32,624 | $90,486-63.9% | $78,676-58.5% | $273,972-88.1% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 9.01% | 75.62%-66.6pp | 62.19%-53.2pp | 41.46%-32.4pp |
| Employer contribution / active EE | $6,708 | $3,175+111.3% | $2,850+135.4% | $4,869+37.8% |
| Participant deferral / active EE | $3,743 | $3,901-4.1% | $3,517+6.4% | $5,287-29.2% |
| Admin fee / account holder | $541 | $5,263-89.7% | $4,510-88.0% | $10,133-94.7% |