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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 | $37,346 | $51,642-27.7% | $129,384-71.1% | $80,935-53.9% |
| Participation rate | 100.0% | 56.9%+43.1pp | 69.6%+30.4pp | 67.7%+32.3pp |
| Annual return | 19.59% | 20.78%-1.2pp | 9461.77%-9442.2pp | 35.66%-16.1pp |
| Employer contribution / active EE | $884 | $1,583-44.2% | $4,153-78.7% | $2,757-67.9% |
| Participant deferral / active EE | $3,002 | $2,670+12.4% | $4,166-27.9% | $4,299-30.2% |
| Admin fee / account holder | $15,442 | $4,312+258.1% | $7,686+100.9% | $6,924+123.0% |