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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 | $45,566 | $48,011-5.1% | $63,803-28.6% | $82,637-44.9% |
| Participation rate | 100.0% | 66.6%+33.4pp | 72.7%+27.3pp | 68.1%+31.9pp |
| Annual return | 12.69% | 19.84%-7.2pp | 543.72%-531.0pp | 53.51%-40.8pp |
| Employer contribution / active EE | $1,823 | $1,904-4.2% | $2,532-28.0% | $2,552-28.6% |
| Participant deferral / active EE | $3,512 | $2,846+23.4% | $3,843-8.6% | $4,126-14.9% |
| Admin fee / account holder | $613 | $3,873-84.2% | $5,196-88.2% | $7,339-91.6% |