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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 | $38,216 | $57,352-33.4% | $83,831-54.4% | $64,173-40.4% |
| Participation rate | 100.0% | 68.6%+31.4pp | 76.1%+23.9pp | 69.6%+30.4pp |
| Annual return | 3.00% | 11.38%-8.4pp | 850.99%-848.0pp | 7.63%-4.6pp |
| Employer contribution / active EE | $1,569 | $2,546-38.4% | $3,631-56.8% | $2,381-34.1% |
| Participant deferral / active EE | $4,984 | $2,993+66.5% | $4,082+22.1% | $3,470+43.7% |
| Admin fee / account holder | $667 | $4,046-83.5% | $5,479-87.8% | $4,887-86.4% |