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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 | $30,597 | $45,152-32.2% | $73,836-58.6% | $59,633-48.7% |
| Participation rate | 100.0% | 64.0%+36.0pp | 73.4%+26.6pp | 68.7%+31.3pp |
| Annual return | 2.64% | 27.40%-24.8pp | 2268.06%-2265.4pp | 2041.45%-2038.8pp |
| Employer contribution / active EE | $2,880 | $1,901+51.5% | $2,787+3.3% | $2,203+30.8% |
| Participant deferral / active EE | $3,470 | $2,573+34.9% | $3,583-3.2% | $3,192+8.7% |
| Admin fee / account holder | $3,455 | $3,515-1.7% | $4,882-29.2% | $4,297-19.6% |