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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 | $29,453 | $176,402-83.3% | $134,162-78.0% | $158,982-81.5% |
| Participation rate | 100.0% | 78.7%+21.3pp | 72.2%+27.8pp | 82.0%+18.0pp |
| Annual return | 7.02% | 63.66%-56.6pp | 36.35%-29.3pp | 302.99%-296.0pp |
| Employer contribution / active EE | $1,003 | $5,042-80.1% | $3,705-72.9% | $4,763-78.9% |
| Participant deferral / active EE | $0 | $4,093-100.0% | $3,500-100.0% | $5,983-100.0% |
| Admin fee / account holder | $2,720 | $8,719-68.8% | $6,685-59.3% | $11,252-75.8% |