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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 | $39,839 | $90,509-56.0% | $78,693-49.4% | $273,968-85.5% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 2.10% | 75.61%-73.5pp | 62.18%-60.1pp | 41.45%-39.4pp |
| Employer contribution / active EE | $3,494 | $3,175+10.0% | $2,850+22.6% | $4,869-28.2% |
| Participant deferral / active EE | $7,333 | $3,901+88.0% | $3,517+108.5% | $5,287+38.7% |
| Admin fee / account holder | $20,964 | $5,264+298.3% | $4,511+364.8% | $10,132+106.9% |