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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 | $34,142 | $48,337-29.4% | $67,560-49.5% | $80,959-57.8% |
| Participation rate | 100.0% | 66.4%+33.6pp | 72.9%+27.1pp | 67.7%+32.3pp |
| Annual return | 15.25% | 18.26%-3.0pp | 3533.50%-3518.2pp | 35.67%-20.4pp |
| Employer contribution / active EE | $1,776 | $2,023-12.2% | $2,737-35.1% | $2,757-35.6% |
| Participant deferral / active EE | $4,735 | $2,928+61.7% | $4,004+18.3% | $4,300+10.1% |
| Admin fee / account holder | $375 | $3,695-89.8% | $3,994-90.6% | $6,925-94.6% |