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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 | $42,134 | $48,570-13.3% | $130,660-67.8% | $72,975-42.3% |
| Participation rate | 100.0% | 58.6%+41.4pp | 71.7%+28.3pp | 69.5%+30.5pp |
| Annual return | 19.62% | 38.63%-19.0pp | 1709.29%-1689.7pp | 81.01%-61.4pp |
| Employer contribution / active EE | $1,593 | $1,334+19.4% | $4,092-61.1% | $2,440-34.7% |
| Participant deferral / active EE | $2,996 | $2,384+25.7% | $3,603-16.8% | $3,608-16.9% |
| Admin fee / account holder | $3,744 | $3,549+5.5% | $5,463-31.5% | $5,124-26.9% |