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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 | $24,942 | $90,400-72.4% | $186,193-86.6% | $87,485-71.5% |
| Participation rate | 100.0% | 66.2%+33.8pp | 77.1%+22.9pp | 68.9%+31.1pp |
| Annual return | 14.76% | 22.15%-7.4pp | 78.03%-63.3pp | 26.06%-11.3pp |
| Employer contribution / active EE | $5,444 | $2,170+150.8% | $3,918+38.9% | $2,596+109.7% |
| Participant deferral / active EE | $2,227 | $4,330-48.6% | $6,513-65.8% | $4,274-47.9% |
| Admin fee / account holder | $12,678 | $8,673+46.2% | $11,058+14.7% | $7,775+63.1% |