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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 | $38,972 | $48,314-19.3% | $67,561-42.3% | $80,925-51.8% |
| Participation rate | 100.0% | 66.4%+33.6pp | 72.9%+27.1pp | 67.7%+32.3pp |
| Annual return | 13.43% | 18.28%-4.8pp | 3525.44%-3512.0pp | 35.65%-22.2pp |
| Employer contribution / active EE | $5,135 | $2,022+154.0% | $2,735+87.8% | $2,756+86.3% |
| Participant deferral / active EE | $2,531 | $2,927-13.5% | $4,003-36.8% | $4,299-41.1% |
| Admin fee / account holder | $3,551 | $3,690-3.8% | $4,006-11.3% | $6,940-48.8% |