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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 | $50,363 | $90,486-44.3% | $78,676-36.0% | $273,972-81.6% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 2.41% | 75.62%-73.2pp | 62.19%-59.8pp | 41.46%-39.0pp |
| Employer contribution / active EE | $6,412 | $3,175+101.9% | $2,850+125.0% | $4,869+31.7% |
| Participant deferral / active EE | $8,331 | $3,901+113.5% | $3,517+136.9% | $5,287+57.6% |
| Admin fee / account holder | $17,192 | $5,263+226.6% | $4,510+281.2% | $10,133+69.7% |