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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 | $22,435 | $48,327-53.6% | $67,575-66.8% | $80,935-72.3% |
| Participation rate | 100.0% | 66.4%+33.6pp | 72.9%+27.1pp | 67.7%+32.3pp |
| Annual return | 11.71% | 18.31%-6.6pp | 3528.98%-3517.3pp | 35.66%-23.9pp |
| Employer contribution / active EE | $1,035 | $2,022-48.8% | $2,736-62.2% | $2,757-62.5% |
| Participant deferral / active EE | $1,034 | $2,927-64.7% | $4,003-74.2% | $4,299-76.0% |
| Admin fee / account holder | $1,326 | $3,692-64.1% | $3,993-66.8% | $6,924-80.8% |