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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 | $16,777 | $48,314-65.3% | $67,561-75.2% | $80,925-79.3% |
| Participation rate | 100.0% | 66.4%+33.6pp | 72.9%+27.1pp | 67.7%+32.3pp |
| Annual return | 12.22% | 18.28%-6.1pp | 3525.44%-3513.2pp | 35.65%-23.4pp |
| Employer contribution / active EE | $2,139 | $2,022+5.8% | $2,735-21.8% | $2,756-22.4% |
| Participant deferral / active EE | $2,540 | $2,927-13.2% | $4,003-36.6% | $4,299-40.9% |
| Admin fee / account holder | $502 | $3,690-86.4% | $4,006-87.5% | $6,940-92.8% |