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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 | $36,797 | $48,337-23.9% | $67,560-45.5% | $80,959-54.5% |
| Participation rate | 100.0% | 66.4%+33.6pp | 72.9%+27.1pp | 67.7%+32.3pp |
| Annual return | 13.80% | 18.26%-4.5pp | 3533.50%-3519.7pp | 35.67%-21.9pp |
| Employer contribution / active EE | $3,234 | $2,023+59.9% | $2,737+18.2% | $2,757+17.3% |
| Participant deferral / active EE | $2,029 | $2,928-30.7% | $4,004-49.3% | $4,300-52.8% |
| Admin fee / account holder | $651 | $3,695-82.4% | $3,994-83.7% | $6,925-90.6% |