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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 | $27,284 | $48,337-43.6% | $67,560-59.6% | $80,959-66.3% |
| Participation rate | 100.0% | 66.4%+33.6pp | 72.9%+27.1pp | 67.7%+32.3pp |
| Annual return | 15.57% | 18.26%-2.7pp | 3533.50%-3517.9pp | 35.67%-20.1pp |
| Employer contribution / active EE | $1,570 | $2,023-22.4% | $2,737-42.6% | $2,757-43.0% |
| Participant deferral / active EE | $792 | $2,928-73.0% | $4,004-80.2% | $4,300-81.6% |
| Admin fee / account holder | $2,535 | $3,695-31.4% | $3,994-36.5% | $6,925-63.4% |