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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 | $58,429 | $90,486-35.4% | $78,676-25.7% | $273,972-78.7% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 7.05% | 75.62%-68.6pp | 62.19%-55.1pp | 41.46%-34.4pp |
| Employer contribution / active EE | $3,926 | $3,175+23.6% | $2,850+37.7% | $4,869-19.4% |
| Participant deferral / active EE | $3,781 | $3,901-3.1% | $3,517+7.5% | $5,287-28.5% |
| Admin fee / account holder | $905 | $5,263-82.8% | $4,510-79.9% | $10,133-91.1% |