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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 | $46,844 | $39,162+19.6% | $100,671-53.5% | $59,633-21.4% |
| Participation rate | 100.0% | 55.9%+44.1pp | 70.7%+29.3pp | 68.7%+31.3pp |
| Annual return | 1.66% | 21.07%-19.4pp | 20.43%-18.8pp | 2041.45%-2039.8pp |
| Employer contribution / active EE | $886 | $1,151-23.0% | $4,012-77.9% | $2,203-59.8% |
| Participant deferral / active EE | $1,823 | $1,992-8.5% | $3,144-42.0% | $3,192-42.9% |
| Admin fee / account holder | $3,963 | $2,969+33.5% | $4,850-18.3% | $4,297-7.8% |