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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 | $13,685 | $112,189-87.8% | - | $145,877-90.6% |
| Participation rate | 100.0% | 68.6%+31.4pp | - | 80.3%+19.7pp |
| Annual return | 11.24% | 21.29%-10.1pp | - | 551.28%-540.0pp |
| Employer contribution / active EE | $818 | $5,748-85.8% | - | $4,663-82.5% |
| Participant deferral / active EE | $2,442 | $5,634-56.7% | - | $6,691-63.5% |
| Admin fee / account holder | $4,015 | $6,256-35.8% | - | $13,402-70.0% |