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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 | $16,640 | $45,152-63.1% | $73,836-77.5% | $59,633-72.1% |
| Participation rate | 100.0% | 64.0%+36.0pp | 73.4%+26.6pp | 68.7%+31.3pp |
| Annual return | 4.10% | 27.40%-23.3pp | 2268.06%-2264.0pp | 2041.45%-2037.3pp |
| Employer contribution / active EE | $1,113 | $1,901-41.5% | $2,787-60.1% | $2,203-49.5% |
| Participant deferral / active EE | $3,098 | $2,573+20.4% | $3,583-13.5% | $3,192-2.9% |
| Admin fee / account holder | $1,133 | $3,515-67.8% | $4,882-76.8% | $4,297-73.6% |