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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 | $21,412 | $81,233-73.6% | $155,567-86.2% | $80,874-73.5% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.6%+32.4pp |
| Annual return | 21.46% | 33.33%-11.9pp | 64.74%-43.3pp | 35.62%-14.2pp |
| Employer contribution / active EE | $1,543 | $3,101-50.2% | $4,674-67.0% | $2,756-44.0% |
| Participant deferral / active EE | $3,810 | $3,452+10.4% | $5,628-32.3% | $4,297-11.3% |
| Admin fee / account holder | $2,923 | $7,998-63.5% | $15,916-81.6% | $6,935-57.9% |