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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 | $39,946 | $47,479-15.9% | $62,929-36.5% | $82,448-51.5% |
| Participation rate | 100.0% | 66.9%+33.1pp | 73.1%+26.9pp | 68.1%+31.9pp |
| Annual return | 15.45% | 20.34%-4.9pp | 1063.93%-1048.5pp | 41.64%-26.2pp |
| Employer contribution / active EE | $2,153 | $1,885+14.2% | $2,505-14.1% | $2,551-15.6% |
| Participant deferral / active EE | $5,325 | $2,870+85.5% | $3,888+36.9% | $4,139+28.6% |
| Admin fee / account holder | $1,660 | $3,804-56.4% | $5,065-67.2% | $7,234-77.1% |