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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 | $35,414 | $63,924-44.6% | $108,582-67.4% | $55,167-35.8% |
| Participation rate | 100.0% | 74.3%+25.7pp | 79.6%+20.4pp | 69.0%+31.0pp |
| Annual return | 8.01% | 15.31%-7.3pp | -51.70%+59.7pp | 169.23%-161.2pp |
| Employer contribution / active EE | $3,697 | $1,879+96.7% | $3,758-1.6% | $1,963+88.4% |
| Participant deferral / active EE | $2,100 | $3,067-31.5% | $4,311-51.3% | $3,054-31.2% |
| Admin fee / account holder | $857 | $618+38.8% | $7,645-88.8% | $504+70.1% |