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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 | $47,723 | $48,327-1.3% | $67,575-29.4% | $80,935-41.0% |
| Participation rate | 100.0% | 66.4%+33.6pp | 72.9%+27.1pp | 67.7%+32.3pp |
| Annual return | 13.92% | 18.31%-4.4pp | 3528.98%-3515.1pp | 35.66%-21.7pp |
| Employer contribution / active EE | $1,554 | $2,022-23.2% | $2,736-43.2% | $2,757-43.6% |
| Participant deferral / active EE | $2,134 | $2,927-27.1% | $4,003-46.7% | $4,299-50.4% |
| Admin fee / account holder | $14,325 | $3,692+288.0% | $3,993+258.8% | $6,924+106.9% |