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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 | $41,784 | $90,486-53.8% | $78,676-46.9% | $273,972-84.7% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 9.31% | 75.62%-66.3pp | 62.19%-52.9pp | 41.46%-32.1pp |
| Employer contribution / active EE | $2,692 | $3,175-15.2% | $2,850-5.6% | $4,869-44.7% |
| Participant deferral / active EE | $2,929 | $3,901-24.9% | $3,517-16.7% | $5,287-44.6% |
| Admin fee / account holder | $781 | $5,263-85.2% | $4,510-82.7% | $10,133-92.3% |