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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 | $48,011-25.1% | $63,803-43.6% | $82,637-56.5% |
| Participation rate | 100.0% | 66.6%+33.4pp | 72.7%+27.3pp | 68.1%+31.9pp |
| Annual return | 13.73% | 19.84%-6.1pp | 543.72%-530.0pp | 53.51%-39.8pp |
| Employer contribution / active EE | $1,735 | $1,904-8.9% | $2,532-31.5% | $2,552-32.0% |
| Participant deferral / active EE | $1,735 | $2,846-39.0% | $3,843-54.9% | $4,126-57.9% |
| Admin fee / account holder | $610 | $3,873-84.3% | $5,196-88.3% | $7,339-91.7% |