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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 | $43,155 | $47,479-9.1% | $62,929-31.4% | $82,448-47.7% |
| Participation rate | 100.0% | 66.9%+33.1pp | 73.1%+26.9pp | 68.1%+31.9pp |
| Annual return | 13.91% | 20.34%-6.4pp | 1063.93%-1050.0pp | 41.64%-27.7pp |
| Employer contribution / active EE | $3,228 | $1,885+71.2% | $2,505+28.9% | $2,551+26.5% |
| Participant deferral / active EE | $4,705 | $2,870+63.9% | $3,888+21.0% | $4,139+13.7% |
| Admin fee / account holder | $3,582 | $3,804-5.8% | $5,065-29.3% | $7,234-50.5% |