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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 | $63,620 | $75,541-15.8% | $152,093-58.2% | $82,637-23.0% |
| Participation rate | 100.0% | 66.5%+33.5pp | 77.8%+22.2pp | 68.1%+31.9pp |
| Annual return | 19.33% | 32.56%-13.2pp | 66.36%-47.0pp | 53.51%-34.2pp |
| Employer contribution / active EE | $9,365 | $2,622+257.1% | $4,175+124.3% | $2,552+266.9% |
| Participant deferral / active EE | $6,360 | $3,206+98.4% | $5,451+16.7% | $4,126+54.1% |
| Admin fee / account holder | $1,687 | $6,405-73.7% | $14,497-88.4% | $7,339-77.0% |