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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 | $28,221 | $94,439-70.1% | $73,658-61.7% | $154,746-81.8% |
| Participation rate | 100.0% | 64.7%+35.3pp | 57.0%+43.0pp | 80.7%+19.3pp |
| Annual return | 17.05% | 28.25%-11.2pp | 29.72%-12.7pp | 172.34%-155.3pp |
| Employer contribution / active EE | $0 | $1,257-100.0% | $1,032-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $4,230 | $2,527+67.4% | $2,062+105.2% | $6,730-37.2% |
| Admin fee / account holder | $1,440 | $3,843-62.5% | $3,357-57.1% | $14,365-90.0% |