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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 | $42,368 | $77,908-45.6% | $149,696-71.7% | $75,173-43.6% |
| Participation rate | 100.0% | 65.6%+34.4pp | 78.8%+21.2pp | 67.2%+32.8pp |
| Annual return | 16.55% | 31.73%-15.2pp | 134.46%-117.9pp | 160.72%-144.2pp |
| Employer contribution / active EE | $2,431 | $3,138-22.5% | $4,821-49.6% | $2,671-9.0% |
| Participant deferral / active EE | $4,026 | $3,411+18.0% | $5,682-29.1% | $4,126-2.4% |
| Admin fee / account holder | $329 | $5,950-94.5% | $13,212-97.5% | $5,651-94.2% |