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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 | $30,867 | $90,486-65.9% | $78,676-60.8% | $273,972-88.7% |
| 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 | $1,613 | $3,175-49.2% | $2,850-43.4% | $4,869-66.9% |
| Participant deferral / active EE | $10,654 | $3,901+173.1% | $3,517+202.9% | $5,287+101.5% |
| Admin fee / account holder | $5,175 | $5,263-1.7% | $4,510+14.7% | $10,133-48.9% |