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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 | $48,314-23.8% | $67,561-45.5% | $80,925-54.5% |
| Participation rate | 100.0% | 66.4%+33.6pp | 72.9%+27.1pp | 67.7%+32.3pp |
| Annual return | 13.80% | 18.28%-4.5pp | 3525.44%-3511.6pp | 35.65%-21.8pp |
| Employer contribution / active EE | $3,234 | $2,022+60.0% | $2,735+18.3% | $2,756+17.3% |
| Participant deferral / active EE | $2,029 | $2,927-30.7% | $4,003-49.3% | $4,299-52.8% |
| Admin fee / account holder | $651 | $3,690-82.3% | $4,006-83.7% | $6,940-90.6% |