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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 | $35,980 | $47,479-24.2% | $62,929-42.8% | $82,448-56.4% |
| Participation rate | 100.0% | 66.9%+33.1pp | 73.1%+26.9pp | 68.1%+31.9pp |
| Annual return | 13.73% | 20.34%-6.6pp | 1063.93%-1050.2pp | 41.64%-27.9pp |
| Employer contribution / active EE | $1,735 | $1,885-8.0% | $2,505-30.7% | $2,551-32.0% |
| Participant deferral / active EE | $1,735 | $2,870-39.6% | $3,888-55.4% | $4,139-58.1% |
| Admin fee / account holder | $610 | $3,804-84.0% | $5,065-88.0% | $7,234-91.6% |