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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 | $26,635 | $81,643-67.4% | $70,462-62.2% | $158,950-83.2% |
| Participation rate | 100.0% | 77.7%+22.3pp | 75.1%+24.9pp | 82.0%+18.0pp |
| Annual return | 4.86% | 208.51%-203.7pp | 109.08%-104.2pp | 302.91%-298.1pp |
| Employer contribution / active EE | $0 | $3,218-100.0% | $2,737-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $10,263 | $4,555+125.3% | $3,710+176.7% | $5,983+71.6% |
| Admin fee / account holder | $334 | $6,194-94.6% | $3,845-91.3% | $11,248-97.0% |