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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 | $47,479-16.4% | $62,929-37.0% | $82,448-51.9% |
| Participation rate | 100.0% | 66.9%+33.1pp | 73.1%+26.9pp | 68.1%+31.9pp |
| Annual return | 12.07% | 20.34%-8.3pp | 1063.93%-1051.9pp | 41.64%-29.6pp |
| Employer contribution / active EE | $2,843 | $1,885+50.8% | $2,505+13.5% | $2,551+11.4% |
| Participant deferral / active EE | $4,623 | $2,870+61.0% | $3,888+18.9% | $4,139+11.7% |
| Admin fee / account holder | $2,788 | $3,804-26.7% | $5,065-44.9% | $7,234-61.5% |