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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 | $35,738 | $57,352-37.7% | $83,831-57.4% | $64,173-44.3% |
| Participation rate | 100.0% | 68.6%+31.4pp | 76.1%+23.9pp | 69.6%+30.4pp |
| Annual return | 16.76% | 11.38%+5.4pp | 850.99%-834.2pp | 7.63%+9.1pp |
| Employer contribution / active EE | $1,663 | $2,546-34.7% | $3,631-54.2% | $2,381-30.1% |
| Participant deferral / active EE | $4,337 | $2,993+44.9% | $4,082+6.3% | $3,470+25.0% |
| Admin fee / account holder | $1,022 | $4,046-74.7% | $5,479-81.4% | $4,887-79.1% |