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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 | $22,756 | $101,063-77.5% | $81,473-72.1% | $147,586-84.6% |
| Participation rate | 100.0% | 74.5%+25.5pp | 68.0%+32.0pp | 82.8%+17.2pp |
| Annual return | 19.27% | 32.41%-13.1pp | 38.78%-19.5pp | 578.59%-559.3pp |
| Employer contribution / active EE | $1,108 | $3,206-65.4% | $2,568-56.9% | $4,876-77.3% |
| Participant deferral / active EE | $0 | $4,242-100.0% | $3,537-100.0% | $5,439-100.0% |
| Admin fee / account holder | $857 | $5,812-85.3% | $4,561-81.2% | $10,886-92.1% |