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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 | $21,883 | $90,486-75.8% | $78,676-72.2% | $273,972-92.0% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 8.42% | 75.62%-67.2pp | 62.19%-53.8pp | 41.46%-33.0pp |
| Employer contribution / active EE | $660 | $3,175-79.2% | $2,850-76.9% | $4,869-86.5% |
| Participant deferral / active EE | $1,676 | $3,901-57.0% | $3,517-52.4% | $5,287-68.3% |
| Admin fee / account holder | $4,150 | $5,263-21.1% | $4,510-8.0% | $10,133-59.0% |