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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 | $43,005 | $63,703-32.5% | $93,063-53.8% | $82,448-47.8% |
| Participation rate | 100.0% | 63.8%+36.2pp | 72.1%+27.9pp | 68.1%+31.9pp |
| Annual return | 13.99% | -775.43%+789.4pp | 34.15%-20.2pp | 41.64%-27.6pp |
| Employer contribution / active EE | $1,185 | $1,729-31.5% | $2,476-52.2% | $2,551-53.6% |
| Participant deferral / active EE | $1,844 | $2,919-36.8% | $3,958-53.4% | $4,139-55.4% |
| Admin fee / account holder | $6,006 | $5,982+0.4% | $6,033-0.4% | $7,234-17.0% |