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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 | $29,123 | $106,923-72.8% | $84,023-65.3% | $152,909-81.0% |
| Participation rate | 100.0% | 75.3%+24.7pp | 69.0%+31.0pp | 82.5%+17.5pp |
| Annual return | 18.23% | 105.02%-86.8pp | 71.32%-53.1pp | 345.46%-327.2pp |
| Employer contribution / active EE | $1,154 | $2,735-57.8% | $1,984-41.8% | $4,764-75.8% |
| Participant deferral / active EE | $0 | $4,013-100.0% | $3,239-100.0% | $5,851-100.0% |
| Admin fee / account holder | $1,899 | $8,289-77.1% | $6,102-68.9% | $11,601-83.6% |