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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 | $42,735 | $48,337-11.6% | $67,560-36.7% | $80,959-47.2% |
| Participation rate | 100.0% | 66.4%+33.6pp | 72.9%+27.1pp | 67.7%+32.3pp |
| Annual return | 13.58% | 18.26%-4.7pp | 3533.50%-3519.9pp | 35.67%-22.1pp |
| Employer contribution / active EE | $2,945 | $2,023+45.6% | $2,737+7.6% | $2,757+6.8% |
| Participant deferral / active EE | $8,998 | $2,928+207.3% | $4,004+124.7% | $4,300+109.2% |
| Admin fee / account holder | $327 | $3,695-91.1% | $3,994-91.8% | $6,925-95.3% |