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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 | $20,579 | $90,504-77.3% | $78,690-73.8% | $273,965-92.5% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 7.67% | 75.61%-67.9pp | 62.18%-54.5pp | 41.45%-33.8pp |
| Employer contribution / active EE | $702 | $3,176-77.9% | $2,851-75.4% | $4,869-85.6% |
| Participant deferral / active EE | $1,504 | $3,901-61.4% | $3,517-57.2% | $5,287-71.6% |
| Admin fee / account holder | $9,677 | $5,263+83.9% | $4,511+114.5% | $10,132-4.5% |