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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 | $22,301 | $90,486-75.4% | $78,676-71.7% | $273,972-91.9% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 10.50% | 75.62%-65.1pp | 62.19%-51.7pp | 41.46%-31.0pp |
| Employer contribution / active EE | $2,965 | $3,175-6.6% | $2,850+4.0% | $4,869-39.1% |
| Participant deferral / active EE | $0 | $3,901-100.0% | $3,517-100.0% | $5,287-100.0% |
| Admin fee / account holder | $1,156 | $5,263-78.0% | $4,510-74.4% | $10,133-88.6% |