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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 | $34,810 | $90,486-61.5% | $78,676-55.8% | $273,972-87.3% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 7.62% | 75.62%-68.0pp | 62.19%-54.6pp | 41.46%-33.8pp |
| Employer contribution / active EE | $2,501 | $3,175-21.2% | $2,850-12.2% | $4,869-48.6% |
| Participant deferral / active EE | $4,993 | $3,901+28.0% | $3,517+42.0% | $5,287-5.6% |
| Admin fee / account holder | $2,317 | $5,263-56.0% | $4,510-48.6% | $10,133-77.1% |