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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 | $32,063 | $90,486-64.6% | $78,676-59.2% | $273,972-88.3% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 5.13% | 75.62%-70.5pp | 62.19%-57.1pp | 41.46%-36.3pp |
| Employer contribution / active EE | $1,351 | $3,175-57.4% | $2,850-52.6% | $4,869-72.2% |
| Participant deferral / active EE | $2,264 | $3,901-42.0% | $3,517-35.6% | $5,287-57.2% |
| Admin fee / account holder | $4,805 | $5,263-8.7% | $4,510+6.5% | $10,133-52.6% |