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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 | $45,264 | $51,184-11.6% | $66,439-31.9% | $86,983-48.0% |
| Participation rate | 100.0% | 68.5%+31.5pp | 74.5%+25.5pp | 69.5%+30.5pp |
| Annual return | 12.84% | 17.07%-4.2pp | 757.66%-744.8pp | 25.83%-13.0pp |
| Employer contribution / active EE | $1,383 | $2,023-31.6% | $2,637-47.5% | $2,584-46.5% |
| Participant deferral / active EE | $3,418 | $2,927+16.8% | $3,876-11.8% | $4,194-18.5% |
| Admin fee / account holder | $2,752 | $4,154-33.7% | $6,173-55.4% | $7,856-65.0% |