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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 | $53,384 | $90,486-41.0% | $78,676-32.1% | $273,972-80.5% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 8.65% | 75.62%-67.0pp | 62.19%-53.5pp | 41.46%-32.8pp |
| Employer contribution / active EE | $3,715 | $3,175+17.0% | $2,850+30.3% | $4,869-23.7% |
| Participant deferral / active EE | $6,310 | $3,901+61.7% | $3,517+79.4% | $5,287+19.3% |
| Admin fee / account holder | $1,415 | $5,263-73.1% | $4,510-68.6% | $10,133-86.0% |