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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 | $22,092 | $117,829-81.3% | $102,423-78.4% | $145,877-84.9% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 17.30% | 31.83%-14.5pp | 29.42%-12.1pp | 551.28%-534.0pp |
| Employer contribution / active EE | $2,174 | $3,615-39.9% | $3,023-28.1% | $4,663-53.4% |
| Participant deferral / active EE | $0 | $5,732-100.0% | $5,054-100.0% | $6,691-100.0% |
| Admin fee / account holder | $913 | $13,335-93.2% | $9,455-90.3% | $13,402-93.2% |