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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 | $21,541 | $91,198-76.4% | $178,503-87.9% | $79,856-73.0% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 19.03% | 24.20%-5.2pp | 151.12%-132.1pp | 31.71%-12.7pp |
| Employer contribution / active EE | $4,682 | $3,257+43.8% | $5,011-6.6% | $2,471+89.5% |
| Participant deferral / active EE | $2,105 | $3,237-35.0% | $5,202-59.5% | $3,741-43.7% |
| Admin fee / account holder | $837 | $6,748-87.6% | $13,987-94.0% | $5,306-84.2% |