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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 | $29,964 | $58,311-48.6% | $81,882-63.4% | $80,959-63.0% |
| Participation rate | 100.0% | 63.5%+36.5pp | 72.4%+27.6pp | 67.7%+32.3pp |
| Annual return | 11.41% | 41.85%-30.4pp | 779.47%-768.1pp | 35.67%-24.3pp |
| Employer contribution / active EE | $2,666 | $2,347+13.6% | $2,916-8.6% | $2,757-3.3% |
| Participant deferral / active EE | $4,967 | $3,287+51.1% | $4,323+14.9% | $4,300+15.5% |
| Admin fee / account holder | $598 | $4,752-87.4% | $7,360-91.9% | $6,925-91.4% |