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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 | $33,244 | $90,486-63.3% | $78,676-57.7% | $273,972-87.9% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 3.12% | 75.62%-72.5pp | 62.19%-59.1pp | 41.46%-38.3pp |
| Employer contribution / active EE | $1,602 | $3,175-49.6% | $2,850-43.8% | $4,869-67.1% |
| Participant deferral / active EE | $1,889 | $3,901-51.6% | $3,517-46.3% | $5,287-64.3% |
| Admin fee / account holder | $8,574 | $5,263+62.9% | $4,510+90.1% | $10,133-15.4% |