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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 | $9,598 | $48,337-80.1% | $67,560-85.8% | $80,959-88.1% |
| Participation rate | 100.0% | 66.4%+33.6pp | 72.9%+27.1pp | 67.7%+32.3pp |
| Annual return | 17.75% | 18.26%-0.5pp | 3533.50%-3515.7pp | 35.67%-17.9pp |
| Employer contribution / active EE | $1,656 | $2,023-18.1% | $2,737-39.5% | $2,757-39.9% |
| Participant deferral / active EE | $2,418 | $2,928-17.4% | $4,004-39.6% | $4,300-43.8% |
| Admin fee / account holder | $311 | $3,695-91.6% | $3,994-92.2% | $6,925-95.5% |