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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 | $46,280 | $47,479-2.5% | $62,929-26.5% | $82,448-43.9% |
| Participation rate | 93.4% | 66.9%+26.6pp | 73.1%+20.3pp | 68.1%+25.4pp |
| Annual return | 12.10% | 20.34%-8.2pp | 1063.93%-1051.8pp | 41.64%-29.5pp |
| Employer contribution / active EE | $664 | $1,885-64.8% | $2,505-73.5% | $2,551-74.0% |
| Participant deferral / active EE | $1,786 | $2,870-37.8% | $3,888-54.1% | $4,139-56.8% |
| Admin fee / account holder | $3,677 | $3,804-3.3% | $5,065-27.4% | $7,234-49.2% |