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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 | $36,779 | $77,817-52.7% | $123,553-70.2% | $64,173-42.7% |
| Participation rate | 100.0% | 74.7%+25.3pp | 82.3%+17.7pp | 69.6%+30.4pp |
| Annual return | 8.42% | 12.49%-4.1pp | 119.21%-110.8pp | 7.63%+0.8pp |
| Employer contribution / active EE | $3,394 | $3,014+12.6% | $4,628-26.7% | $2,381+42.6% |
| Participant deferral / active EE | $0 | $5,240-100.0% | $6,426-100.0% | $3,470-100.0% |
| Admin fee / account holder | $1,179 | $5,519-78.6% | $9,284-87.3% | $4,887-75.9% |