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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 | $30,514 | $90,486-66.3% | $78,676-61.2% | $273,972-88.9% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 6.60% | 75.62%-69.0pp | 62.19%-55.6pp | 41.46%-34.9pp |
| Employer contribution / active EE | $4,923 | $3,175+55.1% | $2,850+72.7% | $4,869+1.1% |
| Participant deferral / active EE | $4,333 | $3,901+11.1% | $3,517+23.2% | $5,287-18.1% |
| Admin fee / account holder | $6,672 | $5,263+26.8% | $4,510+47.9% | $10,133-34.2% |