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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 | $40,582 | $45,041-9.9% | $63,003-35.6% | $70,131-42.1% |
| Participation rate | 100.0% | 69.5%+30.5pp | 74.8%+25.2pp | 69.5%+30.5pp |
| Annual return | 11.95% | 18.76%-6.8pp | 87.59%-75.6pp | 73.14%-61.2pp |
| Employer contribution / active EE | $3,851 | $2,052+87.7% | $2,760+39.5% | $2,342+64.4% |
| Participant deferral / active EE | $0 | $2,465-100.0% | $3,329-100.0% | $3,332-100.0% |
| Admin fee / account holder | $8,364 | $2,836+195.0% | $3,600+132.3% | $4,645+80.1% |