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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 | $39,305 | $144,511-72.8% | $67,575-41.8% | - |
| Participation rate | 100.0% | 69.6%+30.4pp | 72.9%+27.1pp | - |
| Annual return | 11.06% | 20.85%-9.8pp | 3528.98%-3517.9pp | - |
| Employer contribution / active EE | $1,665 | $2,331-28.5% | $2,736-39.1% | - |
| Participant deferral / active EE | $2,513 | $3,447-27.1% | $4,003-37.2% | - |
| Admin fee / account holder | $9,504 | $8,271+14.9% | $3,993+138.0% | - |