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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 | $35,952 | $46,534-22.7% | $64,097-43.9% | $75,177-52.2% |
| Participation rate | 100.0% | 65.9%+34.1pp | 72.3%+27.7pp | 67.2%+32.8pp |
| Annual return | 12.07% | 26.07%-14.0pp | 33.75%-21.7pp | 160.75%-148.7pp |
| Employer contribution / active EE | $3,589 | $1,976+81.6% | $2,750+30.5% | $2,671+34.3% |
| Participant deferral / active EE | $0 | $2,835-100.0% | $3,881-100.0% | $4,126-100.0% |
| Admin fee / account holder | $1,680 | $2,957-43.2% | $3,070-45.3% | $5,651-70.3% |