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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 | $27,474 | $48,337-43.2% | $67,560-59.3% | $80,959-66.1% |
| Participation rate | 100.0% | 66.4%+33.6pp | 72.9%+27.1pp | 67.7%+32.3pp |
| Annual return | 13.47% | 18.26%-4.8pp | 3533.50%-3520.0pp | 35.67%-22.2pp |
| Employer contribution / active EE | $1,487 | $2,023-26.5% | $2,737-45.7% | $2,757-46.1% |
| Participant deferral / active EE | $2,926 | $2,928-0.1% | $4,004-26.9% | $4,300-32.0% |
| Admin fee / account holder | $3,561 | $3,695-3.6% | $3,994-10.8% | $6,925-48.6% |