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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 | $47,479-4.7% | $62,929-28.1% | $82,448-45.1% |
| Participation rate | 100.0% | 66.9%+33.1pp | 73.1%+26.9pp | 68.1%+31.9pp |
| Annual return | 15.11% | 20.34%-5.2pp | 1063.93%-1048.8pp | 41.64%-26.5pp |
| Employer contribution / active EE | $791 | $1,885-58.1% | $2,505-68.4% | $2,551-69.0% |
| Participant deferral / active EE | $4,248 | $2,870+48.0% | $3,888+9.3% | $4,139+2.6% |
| Admin fee / account holder | $1,628 | $3,804-57.2% | $5,065-67.8% | $7,234-77.5% |