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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 | $15,589 | $107,941-85.6% | $91,994-83.1% | $152,909-89.8% |
| Participation rate | 100.0% | 81.2%+18.8pp | 78.6%+21.4pp | 82.5%+17.5pp |
| Annual return | 20.71% | 89.28%-68.6pp | 69.04%-48.3pp | 345.46%-324.8pp |
| Employer contribution / active EE | $2,043 | $4,212-51.5% | $3,453-40.8% | $4,764-57.1% |
| Participant deferral / active EE | $0 | $6,366-100.0% | $5,924-100.0% | $5,851-100.0% |
| Admin fee / account holder | $935 | $10,521-91.1% | $7,744-87.9% | $11,601-91.9% |