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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 | $14,325 | $90,486-84.2% | $78,676-81.8% | $273,972-94.8% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 7.57% | 75.62%-68.1pp | 62.19%-54.6pp | 41.46%-33.9pp |
| Employer contribution / active EE | $1,925 | $3,175-39.4% | $2,850-32.5% | $4,869-60.5% |
| Participant deferral / active EE | $3,121 | $3,901-20.0% | $3,517-11.3% | $5,287-41.0% |
| Admin fee / account holder | $1,072 | $5,263-79.6% | $4,510-76.2% | $10,133-89.4% |