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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 | $30,145 | $48,314-37.6% | $67,561-55.4% | $80,925-62.7% |
| Participation rate | 100.0% | 66.4%+33.6pp | 72.9%+27.1pp | 67.7%+32.3pp |
| Annual return | 12.10% | 18.28%-6.2pp | 3525.44%-3513.3pp | 35.65%-23.5pp |
| Employer contribution / active EE | $1,733 | $2,022-14.3% | $2,735-36.6% | $2,756-37.1% |
| Participant deferral / active EE | $1,733 | $2,927-40.8% | $4,003-56.7% | $4,299-59.7% |
| Admin fee / account holder | $1,950 | $3,690-47.1% | $4,006-51.3% | $6,940-71.9% |