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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 | $22,918 | $103,393-77.8% | $87,103-73.7% | $152,909-85.0% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.9%+23.1pp | 82.5%+17.5pp |
| Annual return | 25.08% | 28.10%-3.0pp | 28.19%-3.1pp | 345.46%-320.4pp |
| Employer contribution / active EE | $2,050 | $3,221-36.4% | $2,521-18.7% | $4,764-57.0% |
| Participant deferral / active EE | $5,000 | $4,778+4.6% | $4,049+23.5% | $5,851-14.5% |
| Admin fee / account holder | $3,091 | $12,195-74.7% | $7,491-58.7% | $11,601-73.4% |