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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 | $110,517-87.6% | - | $145,959-90.6% |
| Participation rate | 100.0% | 68.2%+31.8pp | - | 80.3%+19.7pp |
| Annual return | 11.24% | 17.64%-6.4pp | - | 561.95%-550.7pp |
| Employer contribution / active EE | $818 | $5,676-85.6% | - | $4,661-82.5% |
| Participant deferral / active EE | $2,442 | $5,565-56.1% | - | $6,689-63.5% |
| Admin fee / account holder | $4,015 | $6,295-36.2% | - | $13,398-70.0% |