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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 | $16,960 | $81,696-79.2% | $70,494-75.9% | $158,982-89.3% |
| Participation rate | 100.0% | 77.7%+22.3pp | 75.1%+24.9pp | 82.0%+18.0pp |
| Annual return | 8.67% | 208.70%-200.0pp | 109.16%-100.5pp | 302.99%-294.3pp |
| Employer contribution / active EE | $2,447 | $3,220-24.0% | $2,738-10.6% | $4,763-48.6% |
| Participant deferral / active EE | $0 | $4,558-100.0% | $3,711-100.0% | $5,983-100.0% |
| Admin fee / account holder | $665 | $6,200-89.3% | $3,848-82.7% | $11,252-94.1% |