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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 | $22,937 | $90,486-74.7% | $78,676-70.8% | $273,972-91.6% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 7.25% | 75.62%-68.4pp | 62.19%-54.9pp | 41.46%-34.2pp |
| Employer contribution / active EE | $2,412 | $3,175-24.0% | $2,850-15.4% | $4,869-50.5% |
| Participant deferral / active EE | $2,134 | $3,901-45.3% | $3,517-39.3% | $5,287-59.6% |
| Admin fee / account holder | $310 | $5,263-94.1% | $4,510-93.1% | $10,133-96.9% |