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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 | $25,190 | $47,479-46.9% | $62,929-60.0% | $82,448-69.4% |
| Participation rate | 100.0% | 66.9%+33.1pp | 73.1%+26.9pp | 68.1%+31.9pp |
| Annual return | 11.81% | 20.34%-8.5pp | 1063.93%-1052.1pp | 41.64%-29.8pp |
| Employer contribution / active EE | $2,075 | $1,885+10.0% | $2,505-17.2% | $2,551-18.7% |
| Participant deferral / active EE | $910 | $2,870-68.3% | $3,888-76.6% | $4,139-78.0% |
| Admin fee / account holder | $1,017 | $3,804-73.3% | $5,065-79.9% | $7,234-85.9% |