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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 | $27,023 | $71,057-62.0% | $93,654-71.1% | $80,874-66.6% |
| Participation rate | 100.0% | 60.4%+39.6pp | 68.7%+31.3pp | 67.6%+32.4pp |
| Annual return | 11.54% | 11.26%+0.3pp | 133.34%-121.8pp | 35.62%-24.1pp |
| Employer contribution / active EE | $4,118 | $1,564+163.3% | $2,421+70.1% | $2,756+49.5% |
| Participant deferral / active EE | $0 | $4,034-100.0% | $4,413-100.0% | $4,297-100.0% |
| Admin fee / account holder | $1,939 | $6,944-72.1% | $8,282-76.6% | $6,935-72.0% |