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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 | $48,314-47.7% | $67,561-62.6% | $80,925-68.8% |
| Participation rate | 100.0% | 66.4%+33.6pp | 72.9%+27.1pp | 67.7%+32.3pp |
| Annual return | 12.70% | 18.28%-5.6pp | 3525.44%-3512.7pp | 35.65%-23.0pp |
| Employer contribution / active EE | $478 | $2,022-76.3% | $2,735-82.5% | $2,756-82.6% |
| Participant deferral / active EE | $1,064 | $2,927-63.6% | $4,003-73.4% | $4,299-75.2% |
| Admin fee / account holder | $2,019 | $3,690-45.3% | $4,006-49.6% | $6,940-70.9% |