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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 | $35,595 | $45,152-21.2% | $73,836-51.8% | $59,633-40.3% |
| Participation rate | 100.0% | 64.0%+36.0pp | 73.4%+26.6pp | 68.7%+31.3pp |
| Annual return | 4.32% | 27.40%-23.1pp | 2268.06%-2263.7pp | 2041.45%-2037.1pp |
| Employer contribution / active EE | $516 | $1,901-72.8% | $2,787-81.5% | $2,203-76.6% |
| Participant deferral / active EE | $3,806 | $2,573+47.9% | $3,583+6.2% | $3,192+19.2% |
| Admin fee / account holder | $3,042 | $3,515-13.4% | $4,882-37.7% | $4,297-29.2% |