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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 | $52,722 | $90,486-41.7% | $78,676-33.0% | $273,972-80.8% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 9.51% | 75.62%-66.1pp | 62.19%-52.7pp | 41.46%-31.9pp |
| Employer contribution / active EE | $1,131 | $3,175-64.4% | $2,850-60.3% | $4,869-76.8% |
| Participant deferral / active EE | $1,658 | $3,901-57.5% | $3,517-52.9% | $5,287-68.6% |
| Admin fee / account holder | $3,932 | $5,263-25.3% | $4,510-12.8% | $10,133-61.2% |