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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 | $21,318 | $90,486-76.4% | $78,676-72.9% | $273,972-92.2% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 6.06% | 75.62%-69.6pp | 62.19%-56.1pp | 41.46%-35.4pp |
| Employer contribution / active EE | $2,524 | $3,175-20.5% | $2,850-11.4% | $4,869-48.1% |
| Participant deferral / active EE | $3,298 | $3,901-15.5% | $3,517-6.2% | $5,287-37.6% |
| Admin fee / account holder | $739 | $5,263-86.0% | $4,510-83.6% | $10,133-92.7% |