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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 | $24,024 | $45,087-46.7% | $69,483-65.4% | $72,976-67.1% |
| Participation rate | 100.0% | 68.5%+31.5pp | 74.6%+25.4pp | 69.5%+30.5pp |
| Annual return | 17.83% | 22.67%-4.8pp | 28.99%-11.2pp | 81.02%-63.2pp |
| Employer contribution / active EE | $3,354 | $2,055+63.2% | $2,780+20.7% | $2,440+37.5% |
| Participant deferral / active EE | $0 | $2,603-100.0% | $3,537-100.0% | $3,608-100.0% |
| Admin fee / account holder | $1,044 | $3,057-65.9% | $3,841-72.8% | $5,124-79.6% |