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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 | $30,493 | $81,276-62.5% | $155,574-80.4% | $80,925-62.3% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.7%+32.3pp |
| Annual return | 11.92% | 33.36%-21.4pp | 64.87%-53.0pp | 35.65%-23.7pp |
| Employer contribution / active EE | $2,013 | $3,103-35.1% | $4,676-56.9% | $2,756-27.0% |
| Participant deferral / active EE | $0 | $3,453-100.0% | $5,629-100.0% | $4,299-100.0% |
| Admin fee / account holder | $3,987 | $7,993-50.1% | $15,914-74.9% | $6,940-42.6% |