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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 | $37,022 | $47,479-22.0% | $62,929-41.2% | $82,448-55.1% |
| Participation rate | 100.0% | 66.9%+33.1pp | 73.1%+26.9pp | 68.1%+31.9pp |
| Annual return | 12.37% | 20.34%-8.0pp | 1063.93%-1051.6pp | 41.64%-29.3pp |
| Employer contribution / active EE | $3,014 | $1,885+59.8% | $2,505+20.3% | $2,551+18.1% |
| Participant deferral / active EE | $4,032 | $2,870+40.5% | $3,888+3.7% | $4,139-2.6% |
| Admin fee / account holder | $3,332 | $3,804-12.4% | $5,065-34.2% | $7,234-53.9% |