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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 | $39,520 | $39,028+1.3% | $80,741-51.1% | $85,856-54.0% |
| Participation rate | 100.0% | 41.6%+58.4pp | 54.2%+45.8pp | 69.3%+30.7pp |
| Annual return | 12.24% | 26.31%-14.1pp | 87.30%-75.1pp | 318.58%-306.3pp |
| Employer contribution / active EE | $2,941 | $722+307.2% | $1,160+153.5% | $2,565+14.7% |
| Participant deferral / active EE | $0 | $1,326-100.0% | $2,145-100.0% | $3,952-100.0% |
| Admin fee / account holder | $3,721 | $2,429+53.2% | $3,380+10.1% | $6,261-40.6% |