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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 | $29,625 | $76,407-61.2% | $150,298-80.3% | $82,448-64.1% |
| Participation rate | 100.0% | 66.4%+33.6pp | 77.8%+22.2pp | 68.1%+31.9pp |
| Annual return | 17.45% | 39.99%-22.5pp | 62.79%-45.3pp | 41.64%-24.2pp |
| Employer contribution / active EE | $1,387 | $2,614-46.9% | $4,154-66.6% | $2,551-45.6% |
| Participant deferral / active EE | $2,921 | $3,214-9.1% | $5,453-46.4% | $4,139-29.4% |
| Admin fee / account holder | $1,922 | $6,352-69.7% | $14,116-86.4% | $7,234-73.4% |