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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 | $31,838 | $58,828-45.9% | $78,002-59.2% | $62,881-49.4% |
| Participation rate | 100.0% | 71.1%+28.9pp | 75.5%+24.5pp | 69.3%+30.7pp |
| Annual return | 6.91% | 17.16%-10.2pp | 425.99%-419.1pp | 20.14%-13.2pp |
| Employer contribution / active EE | $1,426 | $1,672-14.7% | $2,470-42.3% | $2,281-37.5% |
| Participant deferral / active EE | $2,461 | $2,686-8.4% | $3,497-29.6% | $3,203-23.2% |
| Admin fee / account holder | $491 | $4,393-88.8% | $5,481-91.0% | $4,296-88.6% |