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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 | $39,675 | $55,457-28.5% | $77,361-48.7% | $94,015-57.8% |
| Participation rate | 100.0% | 69.8%+30.2pp | 75.0%+25.0pp | 70.8%+29.2pp |
| Annual return | 12.07% | 15.57%-3.5pp | 1011.54%-999.5pp | 17.84%-5.8pp |
| Employer contribution / active EE | $2,843 | $2,255+26.1% | $2,990-4.9% | $2,790+1.9% |
| Participant deferral / active EE | $4,623 | $3,069+50.6% | $3,911+18.2% | $4,249+8.8% |
| Admin fee / account holder | $2,788 | $4,334-35.7% | $5,894-52.7% | $8,951-68.9% |