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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 | $50,554-10.5% | $67,681-33.1% | $87,485-48.3% |
| Participation rate | 100.0% | 67.7%+32.3pp | 73.7%+26.3pp | 68.9%+31.1pp |
| Annual return | 15.11% | 17.81%-2.7pp | 590.58%-575.5pp | 26.06%-11.0pp |
| Employer contribution / active EE | $791 | $1,988-60.2% | $2,678-70.5% | $2,596-69.5% |
| Participant deferral / active EE | $4,248 | $2,961+43.5% | $3,976+6.9% | $4,274-0.6% |
| Admin fee / account holder | $1,628 | $4,132-60.6% | $6,100-73.3% | $7,775-79.1% |