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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 | $23,653 | $117,895-79.9% | $102,460-76.9% | $145,897-83.8% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 9.37% | 31.92%-22.6pp | 29.47%-20.1pp | 552.29%-542.9pp |
| Employer contribution / active EE | $933 | $3,619-74.2% | $3,025-69.2% | $4,663-80.0% |
| Participant deferral / active EE | $0 | $5,736-100.0% | $5,056-100.0% | $6,689-100.0% |
| Admin fee / account holder | $5,382 | $13,353-59.7% | $9,460-43.1% | $13,390-59.8% |