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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 | $36,894 | $48,327-23.7% | $67,575-45.4% | $80,935-54.4% |
| Participation rate | 100.0% | 66.4%+33.6pp | 72.9%+27.1pp | 67.7%+32.3pp |
| Annual return | 11.65% | 18.31%-6.7pp | 3528.98%-3517.3pp | 35.66%-24.0pp |
| Employer contribution / active EE | $3,072 | $2,022+51.9% | $2,736+12.3% | $2,757+11.4% |
| Participant deferral / active EE | $5,217 | $2,927+78.2% | $4,003+30.3% | $4,299+21.3% |
| Admin fee / account holder | $597 | $3,692-83.8% | $3,993-85.1% | $6,924-91.4% |