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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 | $26,923 | $49,255-45.3% | $70,494-61.8% | $79,856-66.3% |
| Participation rate | 100.0% | 69.2%+30.8pp | 75.1%+24.9pp | 69.6%+30.4pp |
| Annual return | 17.78% | 30.10%-12.3pp | 109.16%-91.4pp | 31.71%-13.9pp |
| Employer contribution / active EE | $3,421 | $2,100+62.9% | $2,738+24.9% | $2,471+38.4% |
| Participant deferral / active EE | $0 | $2,768-100.0% | $3,711-100.0% | $3,741-100.0% |
| Admin fee / account holder | $685 | $2,879-76.2% | $3,848-82.2% | $5,306-87.1% |