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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 | $52,376 | $90,486-42.1% | $78,676-33.4% | $273,972-80.9% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 6.88% | 75.62%-68.7pp | 62.19%-55.3pp | 41.46%-34.6pp |
| Employer contribution / active EE | $2,200 | $3,175-30.7% | $2,850-22.8% | $4,869-54.8% |
| Participant deferral / active EE | $11,750 | $3,901+201.2% | $3,517+234.1% | $5,287+122.2% |
| Admin fee / account holder | $6,296 | $5,263+19.6% | $4,510+39.6% | $10,133-37.9% |