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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 | $28,382 | $51,202-44.6% | $70,548-59.8% | $75,181-62.2% |
| Participation rate | 100.0% | 61.0%+39.0pp | 68.3%+31.7pp | 67.2%+32.8pp |
| Annual return | 16.50% | 30.05%-13.6pp | 32.78%-16.3pp | 160.69%-144.2pp |
| Employer contribution / active EE | $2,902 | $1,827+58.9% | $2,975-2.4% | $2,671+8.7% |
| Participant deferral / active EE | $3,956 | $2,850+38.8% | $4,567-13.4% | $4,126-4.1% |
| Admin fee / account holder | $2,014 | $4,094-50.8% | $6,424-68.7% | $5,650-64.4% |