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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 | $17,169 | $90,486-81.0% | $78,676-78.2% | $273,972-93.7% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 7.00% | 75.62%-68.6pp | 62.19%-55.2pp | 41.46%-34.5pp |
| Employer contribution / active EE | $1,905 | $3,175-40.0% | $2,850-33.2% | $4,869-60.9% |
| Participant deferral / active EE | $3,353 | $3,901-14.1% | $3,517-4.7% | $5,287-36.6% |
| Admin fee / account holder | $2,359 | $5,263-55.2% | $4,510-47.7% | $10,133-76.7% |