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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 | $81,664-67.4% | $70,476-62.2% | $158,966-83.2% |
| Participation rate | 100.0% | 77.7%+22.3pp | 75.1%+24.9pp | 82.0%+18.0pp |
| Annual return | 4.86% | 208.59%-203.7pp | 109.12%-104.3pp | 302.95%-298.1pp |
| Employer contribution / active EE | $0 | $3,219-100.0% | $2,738-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $10,263 | $4,556+125.3% | $3,710+176.6% | $5,983+71.5% |
| Admin fee / account holder | $334 | $6,197-94.6% | $3,847-91.3% | $11,250-97.0% |