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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 | $30,951 | $90,486-65.8% | $78,676-60.7% | $273,972-88.7% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 36.28% | 75.62%-39.3pp | 62.19%-25.9pp | 41.46%-5.2pp |
| Employer contribution / active EE | $924 | $3,175-70.9% | $2,850-67.6% | $4,869-81.0% |
| Participant deferral / active EE | $7,565 | $3,901+93.9% | $3,517+115.1% | $5,287+43.1% |
| Admin fee / account holder | $11,088 | $5,263+110.7% | $4,510+145.9% | $10,133+9.4% |