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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 | $30,294 | $65,041-53.4% | $90,965-66.7% | $79,858-62.1% |
| Participation rate | 100.0% | 61.6%+38.4pp | 69.0%+31.0pp | 69.6%+30.4pp |
| Annual return | 17.75% | 30.45%-12.7pp | 134.57%-116.8pp | 31.72%-14.0pp |
| Employer contribution / active EE | $4,025 | $1,247+222.7% | $2,122+89.7% | $2,471+62.9% |
| Participant deferral / active EE | $1,703 | $2,512-32.2% | $3,373-49.5% | $3,740-54.5% |
| Admin fee / account holder | $1,324 | $4,536-70.8% | $5,960-77.8% | $5,306-75.1% |