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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 | $19,897 | $56,431-64.7% | $130,788-84.8% | $87,485-77.3% |
| Participation rate | 100.0% | 58.9%+41.1pp | 70.1%+29.9pp | 68.9%+31.1pp |
| Annual return | 13.57% | 91.27%-77.7pp | 386.44%-372.9pp | 26.06%-12.5pp |
| Employer contribution / active EE | $2,153 | $1,549+39.0% | $3,558-39.5% | $2,596-17.1% |
| Participant deferral / active EE | $0 | $2,749-100.0% | $4,137-100.0% | $4,274-100.0% |
| Admin fee / account holder | $1,696 | $4,433-61.7% | $6,673-74.6% | $7,775-78.2% |