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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 | $50,588 | $90,504-44.1% | $78,690-35.7% | $273,965-81.5% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 5.02% | 75.61%-70.6pp | 62.18%-57.2pp | 41.45%-36.4pp |
| Employer contribution / active EE | $2,885 | $3,176-9.2% | $2,851+1.2% | $4,869-40.7% |
| Participant deferral / active EE | $4,221 | $3,901+8.2% | $3,517+20.0% | $5,287-20.2% |
| Admin fee / account holder | $517 | $5,263-90.2% | $4,511-88.5% | $10,132-94.9% |