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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 | $59,115-54.0% | $77,175-64.7% | $75,173-63.8% |
| Participation rate | 100.0% | 63.8%+36.2pp | 69.6%+30.4pp | 67.2%+32.8pp |
| Annual return | 22.87% | 26.71%-3.8pp | 37.88%-15.0pp | 160.65%-137.8pp |
| Employer contribution / active EE | $4,374 | $1,995+119.3% | $2,533+72.7% | $2,670+63.8% |
| Participant deferral / active EE | $2,302 | $2,998-23.2% | $3,832-39.9% | $4,126-44.2% |
| Admin fee / account holder | $2,358 | $4,776-50.6% | $5,474-56.9% | $5,651-58.3% |