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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 | $44,948 | $99,345-54.8% | $84,753-47.0% | $273,972-83.6% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 15.63% | 22.93%-7.3pp | 22.78%-7.2pp | 41.46%-25.8pp |
| Employer contribution / active EE | $1,830 | $4,214-56.6% | $3,574-48.8% | $4,869-62.4% |
| Participant deferral / active EE | $0 | $4,270-100.0% | $3,712-100.0% | $5,287-100.0% |
| Admin fee / account holder | $12,684 | $6,645+90.9% | $5,333+137.8% | $10,133+25.2% |