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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 | $29,098 | $48,118-39.5% | $136,833-78.7% | $94,015-69.0% |
| Participation rate | 100.0% | 47.4%+52.6pp | 59.0%+41.0pp | 70.8%+29.2pp |
| Annual return | 20.86% | 14.65%+6.2pp | 35.32%-14.5pp | 17.84%+3.0pp |
| Employer contribution / active EE | $3,816 | $821+364.9% | $1,319+189.4% | $2,790+36.8% |
| Participant deferral / active EE | $7,520 | $1,651+355.5% | $2,441+208.1% | $4,249+77.0% |
| Admin fee / account holder | $2,646 | $3,059-13.5% | $4,706-43.8% | $8,951-70.4% |