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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 | $48,284-37.5% | $67,524-55.3% | $80,911-62.7% |
| Participation rate | 100.0% | 66.4%+33.6pp | 72.9%+27.1pp | 67.6%+32.4pp |
| Annual return | 18.56% | 18.27%+0.3pp | 3519.41%-3500.9pp | 35.63%-17.1pp |
| Employer contribution / active EE | $2,345 | $2,021+16.0% | $2,734-14.2% | $2,756-14.9% |
| Participant deferral / active EE | $5,793 | $2,927+97.9% | $4,001+44.8% | $4,297+34.8% |
| Admin fee / account holder | $1,032 | $3,688-72.0% | $4,001-74.2% | $6,935-85.1% |