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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 | $61,508 | $93,346-34.1% | $71,796-14.3% | $273,972-77.5% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.1%+30.9pp | 83.0%+17.0pp |
| Annual return | 6.77% | 130.39%-123.6pp | 78.04%-71.3pp | 41.46%-34.7pp |
| Employer contribution / active EE | $1,135 | $2,733-58.5% | $1,924-41.0% | $4,869-76.7% |
| Participant deferral / active EE | $4,263 | $3,475+22.7% | $2,794+52.6% | $5,287-19.4% |
| Admin fee / account holder | $980 | $6,571-85.1% | $4,815-79.6% | $10,133-90.3% |