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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 | $52,804 | $90,486-41.6% | $78,676-32.9% | $273,972-80.7% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 8.98% | 75.62%-66.6pp | 62.19%-53.2pp | 41.46%-32.5pp |
| Employer contribution / active EE | $2,083 | $3,175-34.4% | $2,850-26.9% | $4,869-57.2% |
| Participant deferral / active EE | $6,065 | $3,901+55.5% | $3,517+72.5% | $5,287+14.7% |
| Admin fee / account holder | $568 | $5,263-89.2% | $4,510-87.4% | $10,133-94.4% |