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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 | $44,188 | $90,486-51.2% | $78,676-43.8% | $273,972-83.9% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 6.56% | 75.62%-69.1pp | 62.19%-55.6pp | 41.46%-34.9pp |
| Employer contribution / active EE | $1,529 | $3,175-51.9% | $2,850-46.4% | $4,869-68.6% |
| Participant deferral / active EE | $3,149 | $3,901-19.3% | $3,517-10.5% | $5,287-40.4% |
| Admin fee / account holder | $17,567 | $5,263+233.8% | $4,510+289.5% | $10,133+73.4% |