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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 | $30,738 | $105,623-70.9% | $87,502-64.9% | $273,972-88.8% |
| Participation rate | 100.0% | 78.2%+21.8pp | 73.8%+26.2pp | 83.0%+17.0pp |
| Annual return | 4.87% | 12.26%-7.4pp | 12.21%-7.3pp | 41.46%-36.6pp |
| Employer contribution / active EE | $1,500 | $3,141-52.2% | $2,550-41.2% | $4,869-69.2% |
| Participant deferral / active EE | $0 | $3,601-100.0% | $3,149-100.0% | $5,287-100.0% |
| Admin fee / account holder | $14,253 | $4,781+198.1% | $4,221+237.7% | $10,133+40.7% |