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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 | $19,015 | $76,407-75.1% | $150,298-87.3% | $82,448-76.9% |
| Participation rate | 100.0% | 66.4%+33.6pp | 77.8%+22.2pp | 68.1%+31.9pp |
| Annual return | 24.15% | 39.99%-15.8pp | 62.79%-38.6pp | 41.64%-17.5pp |
| Employer contribution / active EE | $2,836 | $2,614+8.5% | $4,154-31.7% | $2,551+11.2% |
| Participant deferral / active EE | $1,555 | $3,214-51.6% | $5,453-71.5% | $4,139-62.4% |
| Admin fee / account holder | $895 | $6,352-85.9% | $14,116-93.7% | $7,234-87.6% |