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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 | $45,261 | $48,011-5.7% | $63,803-29.1% | $82,637-45.2% |
| Participation rate | 100.0% | 66.6%+33.4pp | 72.7%+27.3pp | 68.1%+31.9pp |
| Annual return | 15.11% | 19.84%-4.7pp | 543.72%-528.6pp | 53.51%-38.4pp |
| Employer contribution / active EE | $791 | $1,904-58.5% | $2,532-68.8% | $2,552-69.0% |
| Participant deferral / active EE | $4,248 | $2,846+49.3% | $3,843+10.5% | $4,126+3.0% |
| Admin fee / account holder | $1,628 | $3,873-58.0% | $5,196-68.7% | $7,339-77.8% |