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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 | $28,298 | $104,650-73.0% | $83,854-66.3% | $155,188-81.8% |
| Participation rate | 100.0% | 65.1%+34.9pp | 59.1%+40.9pp | 80.8%+19.2pp |
| Annual return | 8.65% | 28.97%-20.3pp | 31.39%-22.7pp | 148.84%-140.2pp |
| Employer contribution / active EE | $3,485 | $1,196+191.3% | $1,017+242.6% | $4,248-18.0% |
| Participant deferral / active EE | $0 | $2,367-100.0% | $2,035-100.0% | $6,531-100.0% |
| Admin fee / account holder | $32,221 | $3,518+815.8% | $3,197+907.9% | $14,480+122.5% |