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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 | $81,233-71.2% | $155,567-85.0% | $80,874-71.1% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.6%+32.4pp |
| Annual return | 15.75% | 33.33%-17.6pp | 64.74%-49.0pp | 35.62%-19.9pp |
| Employer contribution / active EE | $5,322 | $3,101+71.6% | $4,674+13.9% | $2,756+93.1% |
| Participant deferral / active EE | $3,385 | $3,452-1.9% | $5,628-39.8% | $4,297-21.2% |
| Admin fee / account holder | $1,471 | $7,998-81.6% | $15,916-90.8% | $6,935-78.8% |