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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 | $50,634 | $90,486-44.0% | $78,676-35.6% | $273,972-81.5% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 6.78% | 75.62%-68.8pp | 62.19%-55.4pp | 41.46%-34.7pp |
| Employer contribution / active EE | $7,119 | $3,175+124.2% | $2,850+149.8% | $4,869+46.2% |
| Participant deferral / active EE | $4,601 | $3,901+17.9% | $3,517+30.8% | $5,287-13.0% |
| Admin fee / account holder | $611 | $5,263-88.4% | $4,510-86.5% | $10,133-94.0% |