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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 | $17,677 | $121,701-85.5% | $104,639-83.1% | $158,982-88.9% |
| Participation rate | 100.0% | 77.5%+22.5pp | 74.1%+25.9pp | 82.0%+18.0pp |
| Annual return | 4.96% | 465.72%-460.8pp | 340.67%-335.7pp | 302.99%-298.0pp |
| Employer contribution / active EE | $2,000 | $3,165-36.8% | $2,682-25.4% | $4,763-58.0% |
| Participant deferral / active EE | $0 | $4,176-100.0% | $3,738-100.0% | $5,983-100.0% |
| Admin fee / account holder | $1,204 | $7,778-84.5% | $6,465-81.4% | $11,252-89.3% |