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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 | $47,285 | $48,327-2.2% | $67,575-30.0% | $80,935-41.6% |
| Participation rate | 100.0% | 66.4%+33.6pp | 72.9%+27.1pp | 67.7%+32.3pp |
| Annual return | 17.78% | 18.31%-0.5pp | 3528.98%-3511.2pp | 35.66%-17.9pp |
| Employer contribution / active EE | $3,244 | $2,022+60.4% | $2,736+18.6% | $2,757+17.7% |
| Participant deferral / active EE | $0 | $2,927-100.0% | $4,003-100.0% | $4,299-100.0% |
| Admin fee / account holder | $2,403 | $3,692-34.9% | $3,993-39.8% | $6,924-65.3% |