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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 | $51,224 | $82,133-37.6% | $147,318-65.2% | $64,097-20.1% |
| Participation rate | 100.0% | 62.3%+37.7pp | 82.1%+17.9pp | 55.2%+44.8pp |
| Annual return | 27.15% | 78.78%-51.6pp | 70.43%-43.3pp | 34.64%-7.5pp |
| Employer contribution / active EE | $4,008 | $2,872+39.6% | $4,593-12.7% | $1,891+111.9% |
| Participant deferral / active EE | $10,922 | $5,407+102.0% | $7,906+38.1% | $3,080+254.6% |
| Admin fee / account holder | $1,718 | $3,730-53.9% | $13,708-87.5% | $3,454-50.3% |