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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 | $25,266 | $73,988-65.9% | $96,538-73.8% | $75,177-66.4% |
| Participation rate | 100.0% | 66.4%+33.6pp | 74.3%+25.7pp | 67.2%+32.8pp |
| Annual return | 25.36% | 26.73%-1.4pp | 35.74%-10.4pp | 160.75%-135.4pp |
| Employer contribution / active EE | $10,445 | $2,930+256.4% | $3,740+179.3% | $2,671+291.0% |
| Participant deferral / active EE | $0 | $3,660-100.0% | $4,880-100.0% | $4,126-100.0% |
| Admin fee / account holder | $1,607 | $5,220-69.2% | $6,737-76.1% | $5,651-71.6% |