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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 | $15,730 | $129,476-87.9% | $93,515-83.2% | $158,982-90.1% |
| Participation rate | 100.0% | 71.0%+29.0pp | 66.8%+33.2pp | 82.0%+18.0pp |
| Annual return | 12.18% | 118.56%-106.4pp | 78.21%-66.0pp | 302.99%-290.8pp |
| Employer contribution / active EE | $1,640 | $2,717-39.6% | $2,077-21.1% | $4,763-65.6% |
| Participant deferral / active EE | $0 | $3,916-100.0% | $3,129-100.0% | $5,983-100.0% |
| Admin fee / account holder | $487 | $7,396-93.4% | $5,235-90.7% | $11,252-95.7% |