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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 | $13,375 | $48,314-72.3% | $67,561-80.2% | $80,925-83.5% |
| Participation rate | 100.0% | 66.4%+33.6pp | 72.9%+27.1pp | 67.7%+32.3pp |
| Annual return | 17.04% | 18.28%-1.2pp | 3525.44%-3508.4pp | 35.65%-18.6pp |
| Employer contribution / active EE | $586 | $2,022-71.0% | $2,735-78.6% | $2,756-78.7% |
| Participant deferral / active EE | $939 | $2,927-67.9% | $4,003-76.5% | $4,299-78.2% |
| Admin fee / account holder | $4,205 | $3,690+14.0% | $4,006+5.0% | $6,940-39.4% |