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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 | $28,403 | $90,486-68.6% | $78,676-63.9% | $273,972-89.6% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 6.01% | 75.62%-69.6pp | 62.19%-56.2pp | 41.46%-35.4pp |
| Employer contribution / active EE | $2,910 | $3,175-8.4% | $2,850+2.1% | $4,869-40.2% |
| Participant deferral / active EE | $2,587 | $3,901-33.7% | $3,517-26.4% | $5,287-51.1% |
| Admin fee / account holder | $1,284 | $5,263-75.6% | $4,510-71.5% | $10,133-87.3% |