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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 | $90,957 | $98,463-7.6% | $119,237-23.7% | $85,851+5.9% |
| Participation rate | 100.0% | 77.6%+22.4pp | 82.7%+17.3pp | 69.3%+30.7pp |
| Annual return | 13.39% | 38.53%-25.1pp | 30.70%-17.3pp | 318.63%-305.2pp |
| Employer contribution / active EE | $1,533 | $3,698-58.5% | $4,383-65.0% | $2,565-40.2% |
| Participant deferral / active EE | $0 | $4,942-100.0% | $6,112-100.0% | $3,952-100.0% |
| Admin fee / account holder | $28,187 | $7,493+276.2% | $7,229+289.9% | $6,261+350.2% |