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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 | $17,419 | $63,082-72.4% | $81,726-78.7% | $79,856-78.2% |
| Participation rate | 100.0% | 67.5%+32.5pp | 72.0%+28.0pp | 69.6%+30.4pp |
| Annual return | 10.15% | 22.66%-12.5pp | 29.49%-19.3pp | 31.71%-21.6pp |
| Employer contribution / active EE | $1,146 | $1,795-36.2% | $4,311-73.4% | $2,471-53.6% |
| Participant deferral / active EE | $0 | $2,780-100.0% | $7,108-100.0% | $3,741-100.0% |
| Admin fee / account holder | $4,832 | $4,428+9.1% | $5,160-6.4% | $5,306-8.9% |