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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 | $21,530 | $49,976-56.9% | $66,674-67.7% | $82,637-73.9% |
| Participation rate | 100.0% | 63.1%+36.9pp | 73.7%+26.3pp | 68.1%+31.9pp |
| Annual return | 16.03% | 39.09%-23.1pp | 321.24%-305.2pp | 53.51%-37.5pp |
| Employer contribution / active EE | $2,922 | $1,988+47.0% | $2,620+11.5% | $2,552+14.5% |
| Participant deferral / active EE | $0 | $2,847-100.0% | $4,084-100.0% | $4,126-100.0% |
| Admin fee / account holder | $684 | $4,594-85.1% | $5,098-86.6% | $7,339-90.7% |