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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 | $28,661 | $48,327-40.7% | $67,575-57.6% | $80,935-64.6% |
| Participation rate | 100.0% | 66.4%+33.6pp | 72.9%+27.1pp | 67.7%+32.3pp |
| Annual return | 16.25% | 18.31%-2.1pp | 3528.98%-3512.7pp | 35.66%-19.4pp |
| Employer contribution / active EE | $1,458 | $2,022-27.9% | $2,736-46.7% | $2,757-47.1% |
| Participant deferral / active EE | $943 | $2,927-67.8% | $4,003-76.5% | $4,299-78.1% |
| Admin fee / account holder | $4,226 | $3,692+14.5% | $3,993+5.8% | $6,924-39.0% |