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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 | $33,372 | $65,961-49.4% | $180,320-81.5% | $94,015-64.5% |
| Participation rate | 100.0% | 61.3%+38.7pp | 71.5%+28.5pp | 70.8%+29.2pp |
| Annual return | 11.50% | 14.27%-2.8pp | 778.54%-767.0pp | 17.84%-6.3pp |
| Employer contribution / active EE | $2,435 | $1,737+40.1% | $4,108-40.7% | $2,790-12.7% |
| Participant deferral / active EE | $0 | $3,003-100.0% | $4,304-100.0% | $4,249-100.0% |
| Admin fee / account holder | $9,492 | $4,901+93.7% | $10,000-5.1% | $8,951+6.0% |