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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 | $38,521 | $48,011-19.8% | $63,803-39.6% | $82,637-53.4% |
| Participation rate | 100.0% | 66.6%+33.4pp | 72.7%+27.3pp | 68.1%+31.9pp |
| Annual return | 17.23% | 19.84%-2.6pp | 543.72%-526.5pp | 53.51%-36.3pp |
| Employer contribution / active EE | $1,722 | $1,904-9.5% | $2,532-32.0% | $2,552-32.5% |
| Participant deferral / active EE | $2,234 | $2,846-21.5% | $3,843-41.9% | $4,126-45.9% |
| Admin fee / account holder | $874 | $3,873-77.4% | $5,196-83.2% | $7,339-88.1% |