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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 | $36,645 | $48,314-24.2% | $67,561-45.8% | $80,925-54.7% |
| Participation rate | 100.0% | 66.4%+33.6pp | 72.9%+27.1pp | 67.7%+32.3pp |
| Annual return | 12.14% | 18.28%-6.1pp | 3525.44%-3513.3pp | 35.65%-23.5pp |
| Employer contribution / active EE | $632 | $2,022-68.8% | $2,735-76.9% | $2,756-77.1% |
| Participant deferral / active EE | $4,285 | $2,927+46.4% | $4,003+7.0% | $4,299-0.3% |
| Admin fee / account holder | $319 | $3,690-91.3% | $4,006-92.0% | $6,940-95.4% |