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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 | $44,816 | $48,284-7.2% | $67,524-33.6% | $80,911-44.6% |
| Participation rate | 100.0% | 66.4%+33.6pp | 72.9%+27.1pp | 67.6%+32.4pp |
| Annual return | 15.27% | 18.27%-3.0pp | 3519.41%-3504.1pp | 35.63%-20.4pp |
| Employer contribution / active EE | $2,626 | $2,021+29.9% | $2,734-3.9% | $2,756-4.7% |
| Participant deferral / active EE | $5,380 | $2,927+83.8% | $4,001+34.4% | $4,297+25.2% |
| Admin fee / account holder | $2,849 | $3,688-22.8% | $4,001-28.8% | $6,935-58.9% |