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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 | $57,461 | $81,504-29.5% | $102,437-43.9% | $80,959-29.0% |
| Participation rate | 100.0% | 66.9%+33.1pp | 74.5%+25.5pp | 67.7%+32.3pp |
| Annual return | 18.23% | 25.60%-7.4pp | 24.95%-6.7pp | 35.67%-17.4pp |
| Employer contribution / active EE | $12,865 | $3,104+314.5% | $3,871+232.4% | $2,757+366.6% |
| Participant deferral / active EE | $9,135 | $3,871+136.0% | $5,060+80.5% | $4,300+112.4% |
| Admin fee / account holder | $470 | $6,719-93.0% | $8,388-94.4% | $6,925-93.2% |