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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 | $16,754 | $84,518-80.2% | $67,704-75.3% | $125,389-86.6% |
| Participation rate | 100.0% | 74.8%+25.2pp | 67.5%+32.5pp | 83.2%+16.8pp |
| Annual return | 16.85% | 2.57%+14.3pp | 25.41%-8.6pp | 282.24%-265.4pp |
| Employer contribution / active EE | $2,147 | $3,292-34.8% | $2,559-16.1% | $4,866-55.9% |
| Participant deferral / active EE | $0 | $4,430-100.0% | $3,585-100.0% | $5,352-100.0% |
| Admin fee / account holder | $1,547 | $5,340-71.0% | $4,255-63.6% | $9,541-83.8% |