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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 | $48,337-47.7% | $67,560-62.6% | $80,959-68.8% |
| Participation rate | 100.0% | 66.4%+33.6pp | 72.9%+27.1pp | 67.7%+32.3pp |
| Annual return | 12.70% | 18.26%-5.6pp | 3533.50%-3520.8pp | 35.67%-23.0pp |
| Employer contribution / active EE | $478 | $2,023-76.3% | $2,737-82.5% | $2,757-82.6% |
| Participant deferral / active EE | $1,064 | $2,928-63.7% | $4,004-73.4% | $4,300-75.3% |
| Admin fee / account holder | $2,019 | $3,695-45.4% | $3,994-49.5% | $6,925-70.8% |