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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 | $42,477 | $80,983-47.5% | $96,544-56.0% | $75,177-43.5% |
| Participation rate | 100.0% | 71.8%+28.2pp | 76.0%+24.0pp | 67.2%+32.8pp |
| Annual return | 21.42% | 27.05%-5.6pp | 25.88%-4.5pp | 160.75%-139.3pp |
| Employer contribution / active EE | $6,971 | $2,282+205.4% | $2,966+135.0% | $2,671+161.0% |
| Participant deferral / active EE | $0 | $3,929-100.0% | $4,851-100.0% | $4,126-100.0% |
| Admin fee / account holder | $3,285 | $6,717-51.1% | $8,254-60.2% | $5,651-41.9% |