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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 | $26,362 | $47,944-45.0% | $67,834-61.1% | $62,881-58.1% |
| Participation rate | 100.0% | 61.1%+38.9pp | 68.8%+31.2pp | 69.3%+30.7pp |
| Annual return | 10.59% | 11.77%-1.2pp | 138.47%-127.9pp | 20.14%-9.6pp |
| Employer contribution / active EE | $3,645 | $1,562+133.3% | $2,403+51.7% | $2,281+59.8% |
| Participant deferral / active EE | $0 | $2,247-100.0% | $3,160-100.0% | $3,203-100.0% |
| Admin fee / account holder | $2,628 | $3,712-29.2% | $4,622-43.1% | $4,296-38.8% |