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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 | $48,284-53.5% | $67,524-66.8% | $80,911-72.3% |
| Participation rate | 100.0% | 66.4%+33.6pp | 72.9%+27.1pp | 67.6%+32.4pp |
| Annual return | 11.71% | 18.27%-6.6pp | 3519.41%-3507.7pp | 35.63%-23.9pp |
| Employer contribution / active EE | $1,035 | $2,021-48.8% | $2,734-62.2% | $2,756-62.5% |
| Participant deferral / active EE | $1,034 | $2,927-64.7% | $4,001-74.2% | $4,297-75.9% |
| Admin fee / account holder | $1,326 | $3,688-64.0% | $4,001-66.8% | $6,935-80.9% |