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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 | $24,713 | $28,624-13.7% | $53,647-53.9% | $82,637-70.1% |
| Participation rate | 100.0% | 47.3%+52.7pp | 56.3%+43.7pp | 68.1%+31.9pp |
| Annual return | 14.78% | 664.98%-650.2pp | 358.33%-343.6pp | 53.51%-38.7pp |
| Employer contribution / active EE | $1,182 | $637+85.6% | $962+22.8% | $2,552-53.7% |
| Participant deferral / active EE | $4,128 | $1,196+245.1% | $1,813+127.7% | $4,1260% |
| Admin fee / account holder | $556 | $2,022-72.5% | $2,460-77.4% | $7,339-92.4% |