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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 | $48,284-1.2% | $67,524-29.3% | $80,911-41.0% |
| Participation rate | 100.0% | 66.4%+33.6pp | 72.9%+27.1pp | 67.6%+32.4pp |
| Annual return | 13.92% | 18.27%-4.4pp | 3519.41%-3505.5pp | 35.63%-21.7pp |
| Employer contribution / active EE | $1,554 | $2,021-23.1% | $2,734-43.2% | $2,756-43.6% |
| Participant deferral / active EE | $2,134 | $2,927-27.1% | $4,001-46.7% | $4,297-50.3% |
| Admin fee / account holder | $14,325 | $3,688+288.4% | $4,001+258.1% | $6,935+106.6% |