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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 | $30,365 | $90,486-66.4% | $78,676-61.4% | $273,972-88.9% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 12.13% | 75.62%-63.5pp | 62.19%-50.1pp | 41.46%-29.3pp |
| Employer contribution / active EE | $7,339 | $3,175+131.1% | $2,850+157.5% | $4,869+50.7% |
| Participant deferral / active EE | $16,889 | $3,901+332.9% | $3,517+380.2% | $5,287+219.4% |
| Admin fee / account holder | $2,207 | $5,263-58.1% | $4,510-51.1% | $10,133-78.2% |