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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 | $23,744 | $69,248-65.7% | $64,101-63.0% | $139,466-83.0% |
| Participation rate | 100.0% | 75.6%+24.4pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 21.36% | 45.95%-24.6pp | 33.72%-12.4pp | 373.66%-352.3pp |
| Employer contribution / active EE | $1,079 | $3,185-66.1% | $2,749-60.8% | $4,754-77.3% |
| Participant deferral / active EE | $0 | $4,682-100.0% | $3,881-100.0% | $6,712-100.0% |
| Admin fee / account holder | $29,760 | $4,247+600.7% | $3,070+869.3% | $11,409+160.9% |