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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 | $24,391 | $116,203-79.0% | $93,621-73.9% | $152,897-84.0% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.8%+24.2pp | 82.5%+17.5pp |
| Annual return | 31.83% | 35.96%-4.1pp | 32.76%-0.9pp | 345.43%-313.6pp |
| Employer contribution / active EE | $2,020 | $3,219-37.3% | $2,719-25.7% | $4,764-57.6% |
| Participant deferral / active EE | $2,306 | $4,605-49.9% | $4,070-43.3% | $5,851-60.6% |
| Admin fee / account holder | $42,032 | $10,751+291.0% | $7,890+432.7% | $11,599+262.4% |