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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 | $70,071 | $90,486-22.6% | $78,676-10.9% | $273,972-74.4% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 7.40% | 75.62%-68.2pp | 62.19%-54.8pp | 41.46%-34.1pp |
| Employer contribution / active EE | $3,751 | $3,175+18.1% | $2,850+31.6% | $4,869-23.0% |
| Participant deferral / active EE | $10,309 | $3,901+164.2% | $3,517+193.1% | $5,287+95.0% |
| Admin fee / account holder | $555 | $5,263-89.5% | $4,510-87.7% | $10,133-94.5% |