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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 | $23,411 | $81,276-71.2% | $155,574-85.0% | $80,925-71.1% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.7%+32.3pp |
| Annual return | 15.75% | 33.36%-17.6pp | 64.87%-49.1pp | 35.65%-19.9pp |
| Employer contribution / active EE | $5,322 | $3,103+71.5% | $4,676+13.8% | $2,756+93.1% |
| Participant deferral / active EE | $3,385 | $3,453-2.0% | $5,629-39.9% | $4,299-21.3% |
| Admin fee / account holder | $1,471 | $7,993-81.6% | $15,914-90.8% | $6,940-78.8% |