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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 | $13,230 | $45,082-70.7% | $69,464-81.0% | $72,975-81.9% |
| Participation rate | 100.0% | 68.5%+31.5pp | 74.6%+25.4pp | 69.5%+30.5pp |
| Annual return | 10.68% | 22.66%-12.0pp | 28.98%-18.3pp | 81.01%-70.3pp |
| Employer contribution / active EE | $4,129 | $2,055+100.9% | $2,779+48.6% | $2,440+69.2% |
| Participant deferral / active EE | $0 | $2,604-100.0% | $3,536-100.0% | $3,608-100.0% |
| Admin fee / account holder | $340 | $3,057-88.9% | $3,840-91.1% | $5,124-93.4% |