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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 | $44,803 | $90,486-50.5% | $78,676-43.1% | $273,972-83.6% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 7.55% | 75.62%-68.1pp | 62.19%-54.6pp | 41.46%-33.9pp |
| Employer contribution / active EE | $7,144 | $3,175+125.0% | $2,850+150.6% | $4,869+46.7% |
| Participant deferral / active EE | $0 | $3,901-100.0% | $3,517-100.0% | $5,287-100.0% |
| Admin fee / account holder | $4,452 | $5,263-15.4% | $4,510-1.3% | $10,133-56.1% |