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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 | $24,930 | $51,222-51.3% | $70,544-64.7% | $75,173-66.8% |
| Participation rate | 100.0% | 61.0%+39.0pp | 68.4%+31.6pp | 67.2%+32.8pp |
| Annual return | 25.03% | 30.06%-5.0pp | 32.79%-7.8pp | 160.72%-135.7pp |
| Employer contribution / active EE | $4,051 | $1,827+121.8% | $2,976+36.1% | $2,671+51.7% |
| Participant deferral / active EE | $7,652 | $2,850+168.5% | $4,568+67.5% | $4,126+85.4% |
| Admin fee / account holder | $1,111 | $4,096-72.9% | $6,427-82.7% | $5,651-80.3% |