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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 | $37,530 | $45,152-16.9% | $73,836-49.2% | $59,633-37.1% |
| Participation rate | 100.0% | 64.0%+36.0pp | 73.4%+26.6pp | 68.7%+31.3pp |
| Annual return | 3.34% | 27.40%-24.1pp | 2268.06%-2264.7pp | 2041.45%-2038.1pp |
| Employer contribution / active EE | $1,772 | $1,901-6.8% | $2,787-36.4% | $2,203-19.6% |
| Participant deferral / active EE | $2,783 | $2,573+8.2% | $3,583-22.3% | $3,192-12.8% |
| Admin fee / account holder | $9,580 | $3,515+172.6% | $4,882+96.2% | $4,297+123.0% |