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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 | $45,220 | $90,486-50.0% | $78,676-42.5% | $273,972-83.5% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 4.46% | 75.62%-71.2pp | 62.19%-57.7pp | 41.46%-37.0pp |
| Employer contribution / active EE | $1,798 | $3,175-43.4% | $2,850-36.9% | $4,869-63.1% |
| Participant deferral / active EE | $3,783 | $3,901-3.0% | $3,517+7.6% | $5,287-28.4% |
| Admin fee / account holder | $8,129 | $5,263+54.4% | $4,510+80.2% | $10,133-19.8% |