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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 | $21,920 | $90,486-75.8% | $78,676-72.1% | $273,972-92.0% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 9.51% | 75.62%-66.1pp | 62.19%-52.7pp | 41.46%-31.9pp |
| Employer contribution / active EE | $1,836 | $3,175-42.2% | $2,850-35.6% | $4,869-62.3% |
| Participant deferral / active EE | $3,135 | $3,901-19.6% | $3,517-10.9% | $5,287-40.7% |
| Admin fee / account holder | $18,537 | $5,263+252.2% | $4,510+311.0% | $10,133+82.9% |