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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 | $48,314-11.5% | $67,561-36.7% | $80,925-47.2% |
| Participation rate | 100.0% | 66.4%+33.6pp | 72.9%+27.1pp | 67.7%+32.3pp |
| Annual return | 13.58% | 18.28%-4.7pp | 3525.44%-3511.9pp | 35.65%-22.1pp |
| Employer contribution / active EE | $2,945 | $2,022+45.7% | $2,735+7.7% | $2,756+6.8% |
| Participant deferral / active EE | $8,998 | $2,927+207.5% | $4,003+124.8% | $4,299+109.3% |
| Admin fee / account holder | $327 | $3,690-91.1% | $4,006-91.8% | $6,940-95.3% |