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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 | $38,488 | $56,197-31.5% | $67,652-43.1% | $59,633-35.5% |
| Participation rate | 100.0% | 71.5%+28.5pp | 75.7%+24.3pp | 68.7%+31.3pp |
| Annual return | 16.29% | 18508.10%-18491.8pp | 6625.40%-6609.1pp | 2041.45%-2025.2pp |
| Employer contribution / active EE | $847 | $1,615-47.6% | $2,266-62.6% | $2,203-61.6% |
| Participant deferral / active EE | $2,301 | $2,844-19.1% | $3,560-35.4% | $3,192-27.9% |
| Admin fee / account holder | $1,797 | $3,958-54.6% | $4,821-62.7% | $4,297-58.2% |