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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 | $22,467 | $65,395-65.6% | $182,558-87.7% | $72,976-69.2% |
| Participation rate | 100.0% | 65.4%+34.6pp | 78.0%+22.0pp | 69.5%+30.5pp |
| Annual return | 24.40% | 27.68%-3.3pp | 148.59%-124.2pp | 81.02%-56.6pp |
| Employer contribution / active EE | $4,193 | $1,911+119.4% | $4,076+2.9% | $2,440+71.8% |
| Participant deferral / active EE | $7,410 | $3,563+108.0% | $5,526+34.1% | $3,608+105.4% |
| Admin fee / account holder | $1,627 | $4,245-61.7% | $8,594-81.1% | $5,124-68.3% |