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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 | $22,699 | $81,504-72.1% | $102,437-77.8% | $80,959-72.0% |
| Participation rate | 100.0% | 66.9%+33.1pp | 74.5%+25.5pp | 67.7%+32.3pp |
| Annual return | 10.61% | 25.60%-15.0pp | 24.95%-14.3pp | 35.67%-25.1pp |
| Employer contribution / active EE | $9,129 | $3,104+194.1% | $3,871+135.8% | $2,757+231.1% |
| Participant deferral / active EE | $0 | $3,871-100.0% | $5,060-100.0% | $4,300-100.0% |
| Admin fee / account holder | $2,935 | $6,719-56.3% | $8,388-65.0% | $6,925-57.6% |