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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 | $24,715 | $62,549-60.5% | $85,705-71.2% | $85,851-71.2% |
| Participation rate | 100.0% | 61.1%+38.9pp | 69.9%+30.1pp | 69.3%+30.7pp |
| Annual return | 14.16% | 23.77%-9.6pp | 21.49%-7.3pp | 318.63%-304.5pp |
| Employer contribution / active EE | $1,495 | $1,755-14.8% | $2,619-42.9% | $2,565-41.7% |
| Participant deferral / active EE | $2,629 | $2,802-6.2% | $3,924-33.0% | $3,952-33.5% |
| Admin fee / account holder | $1,259 | $4,644-72.9% | $6,877-81.7% | $6,261-79.9% |