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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 | $27,212 | $58,099-53.2% | $76,902-64.6% | $75,177-63.8% |
| Participation rate | 100.0% | 63.9%+36.1pp | 69.6%+30.4pp | 67.2%+32.8pp |
| Annual return | 22.87% | 26.71%-3.8pp | 37.91%-15.0pp | 160.75%-137.9pp |
| Employer contribution / active EE | $4,374 | $1,996+119.2% | $2,534+72.6% | $2,671+63.8% |
| Participant deferral / active EE | $2,302 | $2,999-23.2% | $3,833-39.9% | $4,126-44.2% |
| Admin fee / account holder | $2,358 | $4,778-50.6% | $5,479-57.0% | $5,651-58.3% |