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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 | $26,731 | $81,358-67.1% | $155,556-82.8% | $80,959-67.0% |
| Participation rate | 100.0% | 66.3%+33.7pp | 78.2%+21.8pp | 67.7%+32.3pp |
| Annual return | 14.90% | 33.39%-18.5pp | 64.84%-49.9pp | 35.67%-20.8pp |
| Employer contribution / active EE | $2,574 | $3,106-17.1% | $4,675-44.9% | $2,757-6.6% |
| Participant deferral / active EE | $0 | $3,455-100.0% | $5,631-100.0% | $4,300-100.0% |
| Admin fee / account holder | $3,503 | $7,994-56.2% | $15,885-78.0% | $6,925-49.4% |