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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 | $22,542 | $48,284-53.3% | $67,524-66.6% | $80,911-72.1% |
| Participation rate | 100.0% | 66.4%+33.6pp | 72.9%+27.1pp | 67.6%+32.4pp |
| Annual return | 13.75% | 18.27%-4.5pp | 3519.41%-3505.7pp | 35.63%-21.9pp |
| Employer contribution / active EE | $1,731 | $2,021-14.4% | $2,734-36.7% | $2,756-37.2% |
| Participant deferral / active EE | $3,024 | $2,927+3.3% | $4,001-24.4% | $4,297-29.6% |
| Admin fee / account holder | $2,172 | $3,688-41.1% | $4,001-45.7% | $6,935-68.7% |