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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 | $44,324 | $48,364-8.4% | $71,796-38.3% | $62,881-29.5% |
| Participation rate | 100.0% | 60.6%+39.4pp | 69.1%+30.9pp | 69.3%+30.7pp |
| Annual return | 10.17% | 13.16%-3.0pp | 78.04%-67.9pp | 20.14%-10.0pp |
| Employer contribution / active EE | $1,923 | $1,042+84.6% | $1,924-0.1% | $2,281-15.7% |
| Participant deferral / active EE | $0 | $2,091-100.0% | $2,794-100.0% | $3,203-100.0% |
| Admin fee / account holder | $2,084 | $3,771-44.7% | $4,815-56.7% | $4,296-51.5% |