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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 | $32,975 | $90,486-63.6% | $78,676-58.1% | $273,972-88.0% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 6.00% | 75.62%-69.6pp | 62.19%-56.2pp | 41.46%-35.5pp |
| Employer contribution / active EE | $2,051 | $3,175-35.4% | $2,850-28.0% | $4,869-57.9% |
| Participant deferral / active EE | $1,946 | $3,901-50.1% | $3,517-44.7% | $5,287-63.2% |
| Admin fee / account holder | $2,526 | $5,263-52.0% | $4,510-44.0% | $10,133-75.1% |