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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 | $27,702 | $53,128-47.9% | $86,582-68.0% | $70,126-60.5% |
| Participation rate | 100.0% | 65.3%+34.7pp | 73.5%+26.5pp | 69.5%+30.5pp |
| Annual return | 14.84% | 27.66%-12.8pp | 965.08%-950.2pp | 73.15%-58.3pp |
| Employer contribution / active EE | $2,053 | $2,068-0.7% | $2,839-27.7% | $2,343-12.4% |
| Participant deferral / active EE | $3,551 | $2,695+31.8% | $3,609-1.6% | $3,332+6.6% |
| Admin fee / account holder | $7,356 | $3,584+105.3% | $4,904+50.0% | $4,645+58.4% |