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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 | $25,128 | $43,730-42.5% | $121,220-79.3% | $64,173-60.8% |
| Participation rate | 100.0% | 58.3%+41.7pp | 71.8%+28.2pp | 69.6%+30.4pp |
| Annual return | 11.42% | 68.94%-57.5pp | 16.94%-5.5pp | 7.63%+3.8pp |
| Employer contribution / active EE | $1,473 | $1,297+13.6% | $4,023-63.4% | $2,381-38.1% |
| Participant deferral / active EE | $1,985 | $2,281-13.0% | $3,345-40.7% | $3,470-42.8% |
| Admin fee / account holder | $1,930 | $3,502-44.9% | $5,021-61.6% | $4,887-60.5% |