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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 | $25,723 | $64,324-60.0% | $118,946-78.4% | $79,858-67.8% |
| Participation rate | 100.0% | 64.9%+35.1pp | 75.4%+24.6pp | 69.6%+30.4pp |
| Annual return | 16.02% | 86.45%-70.4pp | 35.89%-19.9pp | 31.72%-15.7pp |
| Employer contribution / active EE | $1,625 | $1,836-11.5% | $3,263-50.2% | $2,471-34.2% |
| Participant deferral / active EE | $3,308 | $2,824+17.1% | $4,266-22.5% | $3,740-11.6% |
| Admin fee / account holder | $2,808 | $4,040-30.5% | $6,581-57.3% | $5,306-47.1% |