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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 | $11,442 | $100,203-88.6% | $85,240-86.6% | $145,897-92.2% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 8.45% | 84.28%-75.8pp | 66.75%-58.3pp | 552.29%-543.8pp |
| Employer contribution / active EE | $0 | $3,242-100.0% | $2,735-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $1,535 | $5,299-71.0% | $4,527-66.1% | $6,689-77.1% |
| Admin fee / account holder | $13,796 | $7,265+89.9% | $6,165+123.8% | $13,390+3.0% |