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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 | $15,228 | $90,486-83.2% | $78,676-80.6% | $273,972-94.4% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 7.70% | 75.62%-67.9pp | 62.19%-54.5pp | 41.46%-33.8pp |
| Employer contribution / active EE | $4,035 | $3,175+27.1% | $2,850+41.6% | $4,869-17.1% |
| Participant deferral / active EE | $3,362 | $3,901-13.8% | $3,517-4.4% | $5,287-36.4% |
| Admin fee / account holder | $2,144 | $5,263-59.3% | $4,510-52.5% | $10,133-78.8% |