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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 | $31,374 | $47,479-33.9% | $62,929-50.1% | $82,448-61.9% |
| Participation rate | 100.0% | 66.9%+33.1pp | 73.1%+26.9pp | 68.1%+31.9pp |
| Annual return | 14.34% | 20.34%-6.0pp | 1063.93%-1049.6pp | 41.64%-27.3pp |
| Employer contribution / active EE | $1,425 | $1,885-24.4% | $2,505-43.1% | $2,551-44.1% |
| Participant deferral / active EE | $1,981 | $2,870-31.0% | $3,888-49.1% | $4,139-52.1% |
| Admin fee / account holder | $3,217 | $3,804-15.4% | $5,065-36.5% | $7,234-55.5% |