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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 | $72,630 | $88,707-18.1% | $74,184-2.1% | $273,972-73.5% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 2.47% | 11.94%-9.5pp | 17.74%-15.3pp | 41.46%-39.0pp |
| Employer contribution / active EE | $11,367 | $3,159+259.8% | $2,370+379.6% | $4,869+133.5% |
| Participant deferral / active EE | $0 | $4,212-100.0% | $3,550-100.0% | $5,287-100.0% |
| Admin fee / account holder | $2,291 | $8,717-73.7% | $5,586-59.0% | $10,133-77.4% |