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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 | $22,877 | $76,407-70.1% | $150,298-84.8% | $82,448-72.3% |
| Participation rate | 100.0% | 66.4%+33.6pp | 77.8%+22.2pp | 68.1%+31.9pp |
| Annual return | 16.93% | 39.99%-23.1pp | 62.79%-45.9pp | 41.64%-24.7pp |
| Employer contribution / active EE | $5,319 | $2,614+103.5% | $4,154+28.1% | $2,551+108.5% |
| Participant deferral / active EE | $4,019 | $3,214+25.0% | $5,453-26.3% | $4,139-2.9% |
| Admin fee / account holder | $2,150 | $6,352-66.1% | $14,116-84.8% | $7,234-70.3% |