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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 | $63,963 | $90,486-29.3% | $78,676-18.7% | $273,972-76.7% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 6.63% | 75.62%-69.0pp | 62.19%-55.6pp | 41.46%-34.8pp |
| Employer contribution / active EE | $2,253 | $3,175-29.1% | $2,850-21.0% | $4,869-53.7% |
| Participant deferral / active EE | $2,736 | $3,901-29.9% | $3,517-22.2% | $5,287-48.3% |
| Admin fee / account holder | $1,055 | $5,263-80.0% | $4,510-76.6% | $10,133-89.6% |