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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 | $34,088 | $88,707-61.6% | $74,184-54.0% | $273,972-87.6% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 4.19% | 11.94%-7.7pp | 17.74%-13.5pp | 41.46%-37.3pp |
| Employer contribution / active EE | $1,750 | $3,159-44.6% | $2,370-26.2% | $4,869-64.1% |
| Participant deferral / active EE | $0 | $4,212-100.0% | $3,550-100.0% | $5,287-100.0% |
| Admin fee / account holder | $10,156 | $8,717+16.5% | $5,586+81.8% | $10,133+0.2% |