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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 | $30,200 | $48,327-37.5% | $67,575-55.3% | $80,935-62.7% |
| Participation rate | 100.0% | 66.4%+33.6pp | 72.9%+27.1pp | 67.7%+32.3pp |
| Annual return | 18.56% | 18.31%+0.2pp | 3528.98%-3510.4pp | 35.66%-17.1pp |
| Employer contribution / active EE | $2,345 | $2,022+16.0% | $2,736-14.3% | $2,757-14.9% |
| Participant deferral / active EE | $5,793 | $2,927+97.9% | $4,003+44.7% | $4,299+34.7% |
| Admin fee / account holder | $1,032 | $3,692-72.0% | $3,993-74.1% | $6,924-85.1% |