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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 | $34,046 | $48,337-29.6% | $67,560-49.6% | $80,959-57.9% |
| Participation rate | 96.8% | 66.4%+30.3pp | 72.9%+23.8pp | 67.7%+29.1pp |
| Annual return | 14.44% | 18.26%-3.8pp | 3533.50%-3519.1pp | 35.67%-21.2pp |
| Employer contribution / active EE | $1,931 | $2,023-4.5% | $2,737-29.5% | $2,757-30.0% |
| Participant deferral / active EE | $1,931 | $2,928-34.1% | $4,004-51.8% | $4,300-55.1% |
| Admin fee / account holder | $869 | $3,695-76.5% | $3,994-78.2% | $6,925-87.4% |