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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 | $44,782 | $90,486-50.5% | $78,676-43.1% | $273,972-83.7% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 8.85% | 75.62%-66.8pp | 62.19%-53.3pp | 41.46%-32.6pp |
| Employer contribution / active EE | $3,798 | $3,175+19.6% | $2,850+33.2% | $4,869-22.0% |
| Participant deferral / active EE | $5,397 | $3,901+38.3% | $3,517+53.5% | $5,287+2.1% |
| Admin fee / account holder | $519 | $5,263-90.1% | $4,510-88.5% | $10,133-94.9% |