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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 | $52,860 | $101,798-48.1% | $165,071-68.0% | $80,935-34.7% |
| Participation rate | 100.0% | 71.8%+28.2pp | 78.6%+21.4pp | 67.7%+32.3pp |
| Annual return | 12.09% | 16.73%-4.6pp | 70.17%-58.1pp | 35.66%-23.6pp |
| Employer contribution / active EE | $1,625 | $2,954-45.0% | $4,347-62.6% | $2,757-41.1% |
| Participant deferral / active EE | $0 | $4,476-100.0% | $6,035-100.0% | $4,299-100.0% |
| Admin fee / account holder | $950 | $8,221-88.4% | $12,695-92.5% | $6,924-86.3% |