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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 | $48,196 | $48,011+0.4% | $63,803-24.5% | $82,637-41.7% |
| Participation rate | 100.0% | 66.6%+33.4pp | 72.7%+27.3pp | 68.1%+31.9pp |
| Annual return | 13.84% | 19.84%-6.0pp | 543.72%-529.9pp | 53.51%-39.7pp |
| Employer contribution / active EE | $0 | $1,904-100.0% | $2,532-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $2,709 | $2,846-4.8% | $3,843-29.5% | $4,126-34.3% |
| Admin fee / account holder | $888 | $3,873-77.1% | $5,196-82.9% | $7,339-87.9% |