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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 | $26,959 | $106,905-74.8% | $84,020-67.9% | $152,885-82.4% |
| Participation rate | 100.0% | 75.2%+24.8pp | 69.0%+31.0pp | 82.5%+17.5pp |
| Annual return | 22.86% | 105.00%-82.1pp | 71.31%-48.4pp | 345.39%-322.5pp |
| Employer contribution / active EE | $1,667 | $2,735-39.1% | $1,984-16.0% | $4,763-65.0% |
| Participant deferral / active EE | $0 | $4,012-100.0% | $3,239-100.0% | $5,851-100.0% |
| Admin fee / account holder | $860 | $8,287-89.6% | $6,101-85.9% | $11,598-92.6% |