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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 | $24,481 | $65,361-62.5% | $92,903-73.6% | $72,983-66.5% |
| Participation rate | 100.0% | 68.3%+31.7pp | 76.0%+24.0pp | 69.5%+30.5pp |
| Annual return | 17.75% | 42.11%-24.4pp | 109.43%-91.7pp | 81.01%-63.3pp |
| Employer contribution / active EE | $8,848 | $2,594+241.1% | $3,653+142.2% | $2,440+262.6% |
| Participant deferral / active EE | $3,863 | $3,128+23.5% | $4,238-8.8% | $3,608+7.1% |
| Admin fee / account holder | $2,499 | $4,251-41.2% | $5,795-56.9% | $5,124-51.2% |