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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 | $45,531 | $47,479-4.1% | $62,929-27.6% | $82,448-44.8% |
| Participation rate | 100.0% | 66.9%+33.1pp | 73.1%+26.9pp | 68.1%+31.9pp |
| Annual return | 17.52% | 20.34%-2.8pp | 1063.93%-1046.4pp | 41.64%-24.1pp |
| Employer contribution / active EE | $2,426 | $1,885+28.7% | $2,505-3.2% | $2,551-4.9% |
| Participant deferral / active EE | $7,094 | $2,870+147.1% | $3,888+82.5% | $4,139+71.4% |
| Admin fee / account holder | $996 | $3,804-73.8% | $5,065-80.3% | $7,234-86.2% |