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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 | $25,854 | $72,486-64.3% | $87,103-70.3% | $72,976-64.6% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | 18.66% | 24.46%-5.8pp | 28.19%-9.5pp | 81.02%-62.4pp |
| Employer contribution / active EE | $7,074 | $1,894+273.5% | $2,521+180.6% | $2,440+189.9% |
| Participant deferral / active EE | $0 | $3,270-100.0% | $4,049-100.0% | $3,608-100.0% |
| Admin fee / account holder | $740 | $5,055-85.4% | $7,491-90.1% | $5,124-85.6% |