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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 | $35,795 | $48,327-25.9% | $67,575-47.0% | $80,935-55.8% |
| Participation rate | 100.0% | 66.4%+33.6pp | 72.9%+27.1pp | 67.7%+32.3pp |
| Annual return | 14.06% | 18.31%-4.3pp | 3528.98%-3514.9pp | 35.66%-21.6pp |
| Employer contribution / active EE | $3,097 | $2,022+53.1% | $2,736+13.2% | $2,757+12.3% |
| Participant deferral / active EE | $1,727 | $2,927-41.0% | $4,003-56.9% | $4,299-59.8% |
| Admin fee / account holder | $2,110 | $3,692-42.9% | $3,993-47.2% | $6,924-69.5% |