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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 | $35,146 | $45,152-22.2% | $73,836-52.4% | $59,633-41.1% |
| Participation rate | 100.0% | 64.0%+36.0pp | 73.4%+26.6pp | 68.7%+31.3pp |
| Annual return | 2.56% | 27.40%-24.8pp | 2268.06%-2265.5pp | 2041.45%-2038.9pp |
| Employer contribution / active EE | $1,962 | $1,901+3.2% | $2,787-29.6% | $2,203-10.9% |
| Participant deferral / active EE | $3,078 | $2,573+19.6% | $3,583-14.1% | $3,192-3.6% |
| Admin fee / account holder | $3,744 | $3,515+6.5% | $4,882-23.3% | $4,297-12.9% |