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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 | $26,375 | $49,025-46.2% | $87,502-69.9% | $62,881-58.1% |
| Participation rate | 100.0% | 64.9%+35.1pp | 73.8%+26.2pp | 69.3%+30.7pp |
| Annual return | 9.69% | 10.02%-0.3pp | 12.21%-2.5pp | 20.14%-10.5pp |
| Employer contribution / active EE | $8,667 | $1,372+531.8% | $2,550+239.9% | $2,281+280.0% |
| Participant deferral / active EE | $2,665 | $2,289+16.4% | $3,149-15.4% | $3,203-16.8% |
| Admin fee / account holder | $1,673 | $4,065-58.9% | $4,221-60.4% | $4,296-61.1% |