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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 | $44,262 | $48,284-8.3% | $67,524-34.4% | $80,911-45.3% |
| Participation rate | 100.0% | 66.4%+33.6pp | 72.9%+27.1pp | 67.6%+32.4pp |
| Annual return | 14.91% | 18.27%-3.4pp | 3519.41%-3504.5pp | 35.63%-20.7pp |
| Employer contribution / active EE | $2,232 | $2,021+10.4% | $2,734-18.4% | $2,756-19.0% |
| Participant deferral / active EE | $5,422 | $2,927+85.3% | $4,001+35.5% | $4,297+26.2% |
| Admin fee / account holder | $1,551 | $3,688-57.9% | $4,001-61.2% | $6,935-77.6% |