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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 | $25,280 | $48,277-47.6% | $67,511-62.6% | $80,874-68.7% |
| Participation rate | 100.0% | 66.4%+33.6pp | 72.9%+27.1pp | 67.6%+32.4pp |
| Annual return | 12.70% | 18.27%-5.6pp | 3517.41%-3504.7pp | 35.62%-22.9pp |
| Employer contribution / active EE | $478 | $2,021-76.3% | $2,733-82.5% | $2,756-82.6% |
| Participant deferral / active EE | $1,064 | $2,926-63.6% | $4,000-73.4% | $4,297-75.2% |
| Admin fee / account holder | $2,019 | $3,687-45.2% | $3,999-49.5% | $6,935-70.9% |