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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 | $40,257 | $73,955-45.6% | $96,520-58.3% | $75,181-46.5% |
| Participation rate | 100.0% | 66.4%+33.6pp | 74.3%+25.7pp | 67.2%+32.8pp |
| Annual return | 18.92% | 26.72%-7.8pp | 35.72%-16.8pp | 160.69%-141.8pp |
| Employer contribution / active EE | $11,724 | $2,930+300.1% | $3,739+213.6% | $2,671+339.0% |
| Participant deferral / active EE | $0 | $3,659-100.0% | $4,879-100.0% | $4,126-100.0% |
| Admin fee / account holder | $5,835 | $5,217+11.8% | $6,733-13.3% | $5,650+3.3% |