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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 | $34,936 | $49,255-29.1% | $70,494-50.4% | $79,856-56.3% |
| Participation rate | 100.0% | 69.2%+30.8pp | 75.1%+24.9pp | 69.6%+30.4pp |
| Annual return | 6.41% | 30.10%-23.7pp | 109.16%-102.7pp | 31.71%-25.3pp |
| Employer contribution / active EE | $3,692 | $2,100+75.8% | $2,738+34.8% | $2,471+49.4% |
| Participant deferral / active EE | $6,030 | $2,768+117.8% | $3,711+62.5% | $3,741+61.2% |
| Admin fee / account holder | $864 | $2,879-70.0% | $3,848-77.5% | $5,306-83.7% |