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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 | $69,252-65.7% | $64,099-63.0% | $139,456-83.0% |
| Participation rate | 100.0% | 75.6%+24.4pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 21.36% | 45.89%-24.5pp | 33.70%-12.3pp | 373.45%-352.1pp |
| Employer contribution / active EE | $1,079 | $3,184-66.1% | $2,748-60.8% | $4,753-77.3% |
| Participant deferral / active EE | $0 | $4,683-100.0% | $3,881-100.0% | $6,711-100.0% |
| Admin fee / account holder | $29,760 | $4,248+600.6% | $3,070+869.3% | $11,407+160.9% |