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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 | $18,026 | $90,486-80.1% | $78,676-77.1% | $273,972-93.4% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 4.65% | 75.62%-71.0pp | 62.19%-57.5pp | 41.46%-36.8pp |
| Employer contribution / active EE | $3,543 | $3,175+11.6% | $2,850+24.3% | $4,869-27.2% |
| Participant deferral / active EE | $2,266 | $3,901-41.9% | $3,517-35.6% | $5,287-57.1% |
| Admin fee / account holder | $2,064 | $5,263-60.8% | $4,510-54.2% | $10,133-79.6% |