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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 | $14,741 | $65,712-77.6% | $57,196-74.2% | $273,972-94.6% |
| Participation rate | 100.0% | 78.3%+21.7pp | 75.3%+24.7pp | 83.0%+17.0pp |
| Annual return | 3.24% | 22.01%-18.8pp | 14.59%-11.4pp | 41.46%-38.2pp |
| Employer contribution / active EE | $1,339 | $3,280-59.2% | $2,683-50.1% | $4,869-72.5% |
| Participant deferral / active EE | $963 | $3,782-74.5% | $3,096-68.9% | $5,287-81.8% |
| Admin fee / account holder | $11,170 | $4,838+130.9% | $3,141+255.7% | $10,133+10.2% |