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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 | $20,720 | $93,346-77.8% | $71,796-71.1% | $273,972-92.4% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.1%+30.9pp | 83.0%+17.0pp |
| Annual return | 6.22% | 130.39%-124.2pp | 78.04%-71.8pp | 41.46%-35.2pp |
| Employer contribution / active EE | $1,689 | $2,733-38.2% | $1,924-12.2% | $4,869-65.3% |
| Participant deferral / active EE | $6,176 | $3,475+77.7% | $2,794+121.0% | $5,287+16.8% |
| Admin fee / account holder | $6,000 | $6,571-8.7% | $4,815+24.6% | $10,133-40.8% |