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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 | $37,714 | $90,486-58.3% | $78,676-52.1% | $273,972-86.2% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 4.67% | 75.62%-71.0pp | 62.19%-57.5pp | 41.46%-36.8pp |
| Employer contribution / active EE | $6,448 | $3,175+103.1% | $2,850+126.2% | $4,869+32.4% |
| Participant deferral / active EE | $0 | $3,901-100.0% | $3,517-100.0% | $5,287-100.0% |
| Admin fee / account holder | $1,199 | $5,263-77.2% | $4,510-73.4% | $10,133-88.2% |