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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 | $48,284-23.8% | $67,524-45.5% | $80,911-54.5% |
| Participation rate | 100.0% | 66.4%+33.6pp | 72.9%+27.1pp | 67.6%+32.4pp |
| Annual return | 13.80% | 18.27%-4.5pp | 3519.41%-3505.6pp | 35.63%-21.8pp |
| Employer contribution / active EE | $3,234 | $2,021+60.0% | $2,734+18.3% | $2,756+17.4% |
| Participant deferral / active EE | $2,029 | $2,927-30.7% | $4,001-49.3% | $4,297-52.8% |
| Admin fee / account holder | $651 | $3,688-82.3% | $4,001-83.7% | $6,935-90.6% |