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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 | $19,392 | $124,980-84.5% | $108,359-82.1% | $154,746-87.5% |
| Participation rate | 100.0% | 75.2%+24.8pp | 70.1%+29.9pp | 80.7%+19.3pp |
| Annual return | 9.13% | 45.00%-35.9pp | 36.89%-27.8pp | 172.34%-163.2pp |
| Employer contribution / active EE | $1,333 | $2,851-53.2% | $2,399-44.4% | $4,379-69.6% |
| Participant deferral / active EE | $0 | $4,743-100.0% | $4,137-100.0% | $6,730-100.0% |
| Admin fee / account holder | $3,318 | $11,502-71.1% | $9,741-65.9% | $14,365-76.9% |