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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 | $26,288 | $90,486-70.9% | $78,676-66.6% | $273,972-90.4% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 4.82% | 75.62%-70.8pp | 62.19%-57.4pp | 41.46%-36.6pp |
| Employer contribution / active EE | $13,632 | $3,175+329.4% | $2,850+378.3% | $4,869+180.0% |
| Participant deferral / active EE | $0 | $3,901-100.0% | $3,517-100.0% | $5,287-100.0% |
| Admin fee / account holder | $1,817 | $5,263-65.5% | $4,510-59.7% | $10,133-82.1% |