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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 | $26,244 | $77,817-66.3% | $123,553-78.8% | $64,173-59.1% |
| Participation rate | 100.0% | 74.7%+25.3pp | 82.3%+17.7pp | 69.6%+30.4pp |
| Annual return | 24.09% | 12.49%+11.6pp | 119.21%-95.1pp | 7.63%+16.5pp |
| Employer contribution / active EE | $2,526 | $3,014-16.2% | $4,628-45.4% | $2,381+6.1% |
| Participant deferral / active EE | $0 | $5,240-100.0% | $6,426-100.0% | $3,470-100.0% |
| Admin fee / account holder | $2,756 | $5,519-50.1% | $9,284-70.3% | $4,887-43.6% |