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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 | $20,725 | $48,284-57.1% | $67,524-69.3% | $80,911-74.4% |
| Participation rate | 100.0% | 66.4%+33.6pp | 72.9%+27.1pp | 67.6%+32.4pp |
| Annual return | 12.33% | 18.27%-5.9pp | 3519.41%-3507.1pp | 35.63%-23.3pp |
| Employer contribution / active EE | $1,210 | $2,021-40.2% | $2,734-55.8% | $2,756-56.1% |
| Participant deferral / active EE | $1,407 | $2,927-51.9% | $4,001-64.8% | $4,297-67.3% |
| Admin fee / account holder | $4,397 | $3,688+19.2% | $4,001+9.9% | $6,935-36.6% |