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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 | $25,074 | $76,407-67.2% | $150,298-83.3% | $82,448-69.6% |
| Participation rate | 100.0% | 66.4%+33.6pp | 77.8%+22.2pp | 68.1%+31.9pp |
| Annual return | 24.26% | 39.99%-15.7pp | 62.79%-38.5pp | 41.64%-17.4pp |
| Employer contribution / active EE | $4,455 | $2,614+70.4% | $4,154+7.3% | $2,551+74.7% |
| Participant deferral / active EE | $7,589 | $3,214+136.1% | $5,453+39.2% | $4,139+83.3% |
| Admin fee / account holder | $1,320 | $6,352-79.2% | $14,116-90.7% | $7,234-81.8% |